👨‍💼Staff

Add and manage team members in your AeroQuote account.

The Staff section lets you manage team members who work with your AeroQuote account. Add staff for user account access, or as crew members for booking assignments.

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Accessing Staff

From the sidebar, click Staff to open the Staff list page.

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Staff List

The Staff page shows all team members with:

Column	Description
Name	Staff member's full name
Email	Contact email address
Phone	Contact phone number
Role	Their role/position
Status	Active or inactive

Use the search bar to quickly find staff members by name or email.

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Adding a Staff Member

Step 1: Open the Add Form

Click the Add Staff button (top right of the Staff list).

Step 2: Enter Details

Fill in the staff member's information:

Field	Required	Description
First Name	Yes	Staff member's first name
Last Name	Yes	Staff member's last name
Email	Yes	Email address (used for login if given account access)
Phone	No	Contact phone number
Role/Position	No	Job title or role description

Step 3: Save

Click Save to add the staff member.

📹 Video Coming Soon

Runsheet for Tom:

1. Navigate to Staff from sidebar

2. Show the staff list (add a few test entries first)

3. Click "Add Staff" button

4. Fill in example details

5. Save and show the new entry in the list

6. Duration: ~60 seconds

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Editing Staff

1. Find the staff member in the list

2. Click the Edit button (pencil icon) on their row

3. Update their details

4. Click Save

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Staff as Crew Members

Staff members can be assigned to bookings as crew. When you add crew to a flight in a booking, you'll select from your Staff list.

Crew Assignment

See Booking Management for details on assigning crew to flights.

Tip: Add all your pilots, co-pilots, and cabin crew as Staff members so they're available for crew assignment on bookings.

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Staff vs. User Accounts

There's a difference between Staff (listed here) and Users (people who can log in):

Type	Purpose
Staff	People in your organization (crew, office staff)
Users	Login accounts with access to AeroQuote

A staff member can exist without a user account (e.g., a pilot who doesn't need system access). To give a staff member login access, you'll need to create a User account for them through Settings → Permissions.

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Deleting Staff

1. Find the staff member in the list

2. Click the Delete button (trash icon)

3. Confirm the deletion

Careful! Deleting a staff member may affect historical booking records where they were assigned as crew. Consider marking them as inactive instead if they've been assigned to past bookings.

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Next Steps

• Booking Management — Learn how to assign crew to flights

• Permissions — Control user access levels

• Settings — Configure your account