Add and invite a staff member

Who can do this: Business owners and admins
Where to find it: Settings › Team (/business/settings/team)

Add a team member and send them an email invite to sign in.

Before you start

• Have their name and email address ready.

Steps

1. Go to Settings › Team and select Add Staff Member at the top of the team list.
2. Enter First Name, Last Name and Email. Add Phone and Gender if you want.

3. Choose a User Type. It is set to Normal to start with.

4. Keep Send Invite Email So They Can Set Login Credentials ticked and select Invite.

Result

The team member appears in the staff list with their role and status.

FAQ

What if they did not get the invite?

Ask them to check their spam folder.