Step 4: Invite your team
Add the people who will run your day, and give each of them the smallest role that lets them do their job.
Before you start
At least one location has to exist before an invitation can be completed, because every person is assigned to one. If you have not added yours yet, do step 5 first and come back.
What to do
Admin > Manage Staff, the Staff tab.
- Click Add Staff.
- Fill Full Name and Email Address. The invitation goes there, and they set their own password from it.
- Choose a Role.
- Tick at least one entry under Assigned Locations.
- Click Add User.
Which role
Give the least access that works
Most dock staff need Staff and nothing more. It keeps pricing, settings and refunds out of reach of somebody whose job is handing over a key, which protects them as much as it protects you.
Watch out for
- Add User stays greyed out until a location is ticked. A name, an email and a role are not enough on their own.
- Add Staff disables at your plan's user cap.
For what to teach each role before opening day, see Training your team.
You are done when
Everyone who will touch the system on opening day has an invitation.
🌐Next: 5. Add your location
📖All steps