Your Team settings are where you manage who works with TablelistPro at your organization. Open the sidebar, click Settings, then expand Team.
| Page | What it is |
|---|---|
| Staff | Employees with TablelistPro logins and configurable permissions |
| Promoters | Outreach partners with their own logins and a limited feature set |
| Servers | Floor staff names assigned to reservations — not app logins |
| Attributions | Custom sources for tracking where bookings come from |
| Audit | Review and compare staff and promoter permissions |
Staff vs promoters vs servers
| Staff | Promoters | Servers | |
|---|---|---|---|
| Login | Yes — email invite | Yes — email invite | No login |
| Typical role | Managers, hosts, door, ops | Sell tables/guest list, own pipeline | Name on a reservation only |
| Permissions | Org-wide and per-venue toggles | Mostly per-venue, limited admin | N/A |
| Notifications | Email/text/push per category | N/A (promoter flows differ) | N/A |
Staff run the venue in the app: reservations, admissions, inventory, settings (when permitted), reports, and more. Set permissions and notifications on each profile.
Promoters bring guests and track their own business. They cannot reconfigure venue settings, billing, or integrations unless you grant unusual broad access. See adding promoters and promoter permissions.
Servers are a roster only — first and last name tied to venues. Assign them on reservations under Server → Select a server. If someone needs the app, create Staff or Promoter, not a server. Details: Managing servers.
One login type per person
Each person should have one access type. A single email cannot be both staff and promoter.
| Need | Use |
|---|---|
| Run the venue, settings, door, floor plan | Staff |
| Sell tables/guest list, limited admin | Promoter |
| Name on a reservation only | Server (no login) |
Team articles
- Adding your staff members
- Choosing staff member permissions
- Choosing staff member notifications
- Adding your promoters
- Choosing promoter permissions
- Managing servers
- Managing attributions
- Permission audit
Related: Adding a reservation (tables and servers), Event tracking links, Venue tracking links