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How do I add my instructors, staff, and other users to my Punchpass account?
How do I add my instructors, staff, and other users to my Punchpass account?

Make sure your team has the right level of access to your account

Claire avatar
Written by Claire
Updated over 4 months ago

There are two main places to add other people to your Punchpass account - you can access both of these options in Manage > Settings > Instructors & Users.
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The Instructors & Users section of your account is divided into two sections: Users with Log-In Access and Active Instructors.

  • Users with Log-in Access: are people who can login to your Punchpass account and manage the system, including taking attendance for classes. These can include staff, admin, instructors etc.

  • Active Instructors: are the names that appear on the schedule for classes.

  • People can be Users (people who manage your admin), and Instructors (people who teach classes), and they can be both.

Who can use this feature?

Accessing the Reports section of Punchpass requires users to have Administrator level access.



How to Add a New User

Go to Manage > Settings > Instructors & Users.

From the Users with Log-In Access section, click the New User button and fill in the details.

Choose a Level of Access

You'll now fill in their contact information, choose a level of access, and press Save.

There are three levels of access someone can have on the administrative side of Punchpass.

  • Administrator: Full access.

  • Restricted: Limited access (e.g., attendance, reservations).

  • Attendance-Only: Can only take attendance.

Account Confirmation

The person you've added will receive a confirmation email with a button to confirm their new admin account.

Once they've clicked that confirmation link, they're all set. Moving forward, they'll sign into Punchpass at https://app.punchpass.com/.

When you add a new admin, all existing admins on the account will receive an email notification to maintain account security.


How to Add Instructors

On the Instructors & Users page, scroll down to the Active Instructors section, this is where you'll add your Instructors.

The names you enter here will come up on your schedule as-is so you don't need to list full names - you could name an Instructor "Katherine Smith" or "Kat" or "Kat S.", whatever your teachers (and students) are going to be comfortable with.

Setting Up Instructor Reservation Email Notifications

If your studio sends email notifications for reservations (please review your Online Reservation Settings), instructors have the option of receiving them at their email address.

After adding an instructor to the Active Instructors list, click on their name and enter their email address. That's it!


What if Someone is Both an Instructor and a User?

When someone has a user account and is also an instructor, you also have the option to further limit their account access to seeing and taking action.

Once you've set them up as both a User and an Instructor, if you click on their User account, you'll see the option to "Limit their view of the schedule"

Note: With this setting on, they'll only be able to access classes where they are the instructor.


How Your Staff Logs into Punchpass

If you or your instructors need to login to the admin side of Punchpass, please visit:

For more information on how instructors can access Punchpass and can navigate between accounts, please see this article: How will my instructors log into Punchpass?


How Do I Resend the Account Confirmation Email?

It's easiest to delete the user and add them again to trigger another confirmation email. If they're having trouble finding that invite email, please reach out!

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