User Access to Staq Platform

An admin can give someone access to the whole account, or only to some websites. That person can be staff, a freelancer, a client, or the client’s IT company. These steps add them and set what they can do.

Add a user

1. In the sidebar, click Users.
2. Click Add User.

Enter their details

1. Enter Email and Display name. First name and Last name are optional.
2. Open Role and choose Agency Admin, Team Member, or Third Party. The role is a label. It does not grant access by itself.
3. Click Continue to Permissions.

Set account-wide access

Nothing is granted until you check a job, or use the header checkbox to grant every job on that tab.

1. Stay on Account-wide for access that applies to the whole account. That covers Websites, Plugins & Themes, DNS Zones, Clients, reports, invoices, and Account.
2. Check Create, Read, Update, or Delete on each row they should have.
3. Click Create User. They get an email to verify their address and set a password. Creating the user does not sign them in.

Limit them to some websites

1. Open the Websites tab.
2. Check Read to let them view that website. Check Update to let them change it. Check Delete only if they should be able to remove the website.
3. Leave a row unchecked to deny that website.

Give DNS access only

Use this when an IT company should manage DNS and not the rest of the account. Choose Third Party so they only see Websites and DNS Zones. Agency Admin and Team Member use the same DNS Zones tab, and their screen still shows the other tabs.

1. On the details step, choose Third Party. Third Party only sees Websites and DNS Zones.
2. Open DNS Zones.
3. Check Read to view records. Check Update to add and change records. Check Delete only if they should be able to delete the zone.

Give access to one website

1. Open the website, then Account, then Users.
2. Click Assign User.
3. To add someone who is not on the account yet, check New user? Enter the display name and email, and choose a role. Or leave it unchecked and pick someone who already has an account.
4. Set View, Update, or Delete. View lets them open the site. Update lets them change it. Delete lets them remove items on the site and delete the site.
5. Click Assign. A new user gets an email to verify and set a password.

FAQ

What do the roles mean?

Agency Admin is for someone who runs the account. Team Member is for staff. Third Party is for a freelancer, a client, or an IT company, and that role only sees Websites and DNS Zones. The role does not grant access. You still check the jobs.

Can they see invoices?

Yes, if you check Invoices or Account on the Account-wide tab. See Adding a non-admin user to manage invoices and payments.

Do they sign in straight away?

No. They get an email to verify and set a password.

Need some help?

Open a support ticket if the control is not in Staq, or the change does not save.