Everyone on your team signs in with their own e-mail address, so the history shows who stamped which card. There is no limit on the number of staff and no fee per user.
How do I invite someone?
- Open Staff in the dashboard menu.
- Under Invite a team member, type their e-mail address.
- Choose a role in the Role list.
- Press Invite.
You see “Invitation sent to…” and the person appears in the list as Invitation pending. They get an e-mail to set their password. Once they have, they can sign in and open the scanner on their own phone.
What can each role do?
- Owner: everything, including billing.
- Manager: the card, stats and staff, but no billing. Managers can also adjust stamps and delete customers.
- Staff: the scanner only.
How do I change a role or remove someone?
- To change a role, pick a new one in the list next to their name.
- To remove someone, press the bin icon next to their name and confirm the question that follows.
- To withdraw an invitation that has not been accepted, press the cross next to it (Cancel invitation).
You cannot change your own role or remove yourself. Managers cannot touch owners.
Good to know
A role belongs to one shop. If you run several shops, invite people shop by shop; see running several shops. Next, show your team how to stamp a customer.