The module marina managers use to add, manage, and control access for every staff member at the marina.

1. What is Staff & Employees?

This module holds a record for every person who works at your marina. You can create employee profiles, assign roles that control what each person can do in the system, and manage their employment status and system access. Managers use it to onboard new staff, adjust permissions, and keep an accurate record of who is active at the marina.

2. How to Access It

  1. Log in to your marina's Metarina account.
  2. At the bottom of the left navigation, click your marina name or user icon to open the account menu.
  3. Select Marina Settings.
  4. Select Employees.

3. Key Screens and Layout

Screen / Area What you use it for Typical daily tasks
Employees List Screen You use this screen to see all staff records and search or filter the list. Find a staff member before adjusting their role or status.
Search Bar You use the search bar to find a staff member quickly by name, employee code, or email address. Look up a team member who reports an access problem.
Filters Panel You use the filters to narrow the list by Employee Type, Status, Role, or archived state. Filter by Status to see only active staff on duty.
Create Employee Form You use this form to add a new staff member to the system. Register a new seasonal dock hand who is starting today.
Edit Employee Form You use this form to update an employee's personal or employment details. Update a job title or assign a different role after a promotion.
Employee Detail Screen You use this screen to see the full record for one staff member across all sections. Review an employee's details before making a status change.
Personal Information Section You use this section to see the employee's name, email, phone, job title, employee code, and Employee Since date. Employee Since reflects when the record was created, it isn't a separately editable hire date field. Confirm an email address before sending a password reset.
Identification Section You use this section to see the employee's ID number. Verify identification details for compliance purposes.
Documents Section You use this section to upload and view documents attached to this employee, such as certifications or contracts. Upload a renewed first-aid certificate before it expires.
Notes Section You use this section to save internal staff notes that are only visible to marina management. Record a note about a staff member's working arrangement.
Active Assignments Section You use this section to see the active tasks currently assigned to this employee. Check what tasks are on a team member's plate before assigning more work.

4. Key Features

Feature What it does
Create Employee Adds a new staff member to the marina and creates their Metarina login record at the same time. No invite or credentials are emailed automatically, use Send password reset afterward to let them set a password and sign in. If the email you enter already belongs to an existing Metarina user, only staff with the appropriate permission can link that existing account to the new employee instead of creating a duplicate.
Edit Updates a staff member's personal information, job title, employee code, type, status, or role.
Archive employee Removes the employee from the active list while preserving their full record and history.
Restore from archive Brings a previously archived employee back to the active list.
Deactivate access Blocks the employee from signing into Metarina immediately.
Reactivate access Restores sign-in access for an employee whose access was previously blocked.
Terminate employee Marks the employee as terminated and blocks their access automatically.
Reinstate employee Changes a terminated employee's status back to active. Their access remains blocked until you explicitly reactivate it.
Send password reset Sends the employee an email with a link to reset their Metarina password. Only available for employees whose access is not blocked and who have not been terminated.
Reset Two-Factor A Metarina Support action that disables an employee's two-factor authentication for account recovery, after a support reason is recorded. Only available for employees who currently have 2FA enabled, and not available to typical marina staff roles.
Upload Document Uploads a file (PDF, PNG, or JPG up to 5 MB) to the employee's record with a document type and expiry date.
Delete Removes an uploaded document from the employee's record.
Save Saves or updates internal notes about the employee. Notes are never visible to the employee.
Search Finds an employee by name, employee code, or email address in the list.
Employee Type Filter Narrows the list to show only employees of a selected type such as Permanent, Contractor, Temporary, or Harbormaster.
Status Filter Narrows the list by the employee's current employment status.
Role Filter Narrows the list to employees assigned a specific role.
Show archived employees Switches the list to show only archived employees instead of active ones.

5. Statuses and What They Mean

Status / Badge Meaning What you should do next
Permanent (Type) The employee is a permanent member of staff. Standard long-term employment procedures apply.
Contractor (Type) The employee is working on a contract basis. Check contract end dates and update status when the contract ends.
Temporary (Type) The employee is in a temporary role, such as seasonal staff. Plan for status or access changes when the season ends.
Harbormaster (Type) The employee holds a harbormaster designation. Full system capabilities apply based on their assigned role.
Active (Status) The employee is currently employed and in good standing. No immediate action required.
On Vacation (Status) The employee is away on approved vacation. No system access changes are applied automatically.
Sick Leave (Status) The employee is currently on sick leave. No system access changes are applied automatically.
Probation (Status) The employee is in a probationary period. Review at the end of the probation period and update status accordingly.
Suspended (Status) The employee has been temporarily suspended. Decide whether access should also be blocked for the duration of the suspension.
Terminated (Status) The employee's employment has ended. Their system access is blocked immediately when this status is set. Use Reinstate employee if the termination was applied in error, then Reactivate access separately.
Access active (Access) The employee can sign into Metarina. No action required unless their role or status changes.
Access blocked (Access) The employee cannot sign into Metarina. Use Reactivate access when you want to restore their sign-in.
Archived The employee has been archived and is hidden from the standard list. Use Restore from archive if the employee returns or if the archive was a mistake.