Adding Team Members
Invite team members and manage their roles and location access
- Overview
- Adding Team Members
Adding a New Team Member
Starting the ProcessTo bring a new member on board, click on the plus button. This opens the form where you'll enter all the details for your new team member.Entering Basic Informa ...
Accessing Team Settings
Finding Your Team Management AreaTo add team members to your account, head over to Settings and then click on Team. This is where all your team management happens.Viewing Your Curr ...
Choosing the Right Role
Understanding Role OptionsNext, decide on their role—either as an owner or staff. This is an important decision that determines what your team member can see and do within the plat ...
Managing Location Access
Selecting Locations for Staff MembersWhen you assign someone the staff role, you can easily choose which locations they can access by selecting from the location list. This gives y ...
Language Preferences
Selecting Their LanguageYou also have the option to select the language they will see when they log in. This is a thoughtful feature that ensures every team member has a comfortabl ...
Sending the Invitation
Welcome Email OptionYou have the option to send the team member a welcome email with a magic link to log in. This is the most convenient option for most situations—the team member ...