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There are two ways to add someone to your team. Both are on the Staff page (Settings → Operations → Staff).
Way to addWhen to use itHow they log in
Invite a userThe usual way. They set their own password.They get an email with a link and a temporary password, and set their own password on first login. The link expires in 72 hours.
Create user directlyWhen you want them ready to log in straight away.You set their password and give it to them.

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Invite a staff member

1

Open Staff

Go to Settings → Operations → Staff, then select Invite a user.
2

Enter their email

Add the email address the invite is sent to. You can also add their first and last name now, or leave it for later.
3

Choose their roles

Add one or more roles, and choose whether each applies to your whole business or one location. You can change roles later.
4

Send the invite

Send it. They get an email with a link and a temporary password.
You can see who hasn’t accepted yet under Pending invites. From there you can resend an invite (which creates a fresh link) or revoke one so it can no longer be used.

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Create an account directly

1

Open Staff

Go to Settings → Operations → Staff, then select Create user directly.
2

Fill in their details

Enter their name, email, and mobile number, and set a password for them.
3

Create the account

Create it. They can log in right away with the email and password you set. Give these to them.
FieldWhat it’s forRequired
First nameTheir first name.Yes
Last nameTheir last name.No
EmailUsed to log in.Yes
MobileTheir mobile number.Yes
PasswordThe password they’ll use to log in. Give it to them.Yes
Only an admin can invite or create staff. After you add someone, fill in the rest of their details on their profile.