Tap on > Staff
Tap on > Add Staff
There are three ways to send an employee an invite
QR Code
SMS
Email.
1.) To invite an employee via QR Code
Ask the employee to scan the QR Code.
After the staff has joined the organization through the scanned QR Code,
Tap on > Menu > Staff.
Tap on > Pending.
You will be able to see the individuals who requested to join the organization through the QR Code on the list. You can click on checkbox for each approval and Tap on > Approve Selected Requests.
Tap on > OK to approve the invite(s).
After the join invite is approved, you will be able to view them in the Active tab.
2.) To invite an employee via Email or SMS
After navigating to Menu > Staff > Add Staff
Click on Staff Not Available? Tap here to send them an invite via email or sms button under the QR Code.
Select the option that works best among sms and email and fill out the employee's details then Tap on > Send Invite
You will now see the staff member added to the staff list as a pending invite. This will change once they follow the steps to join the organization
If you are using the web version it will look like this:
Click on > Staff
Click on > Add Staff Member
1.) To invite an employee via QR Code
After the staff has joined the organization through the scanned QR Code, Click on > Staff.
Click on > Pending Approval.
You will be able to see the individuals who requested to join the organization through the QR Code on the list. You can click on checkbox for each approval.
Click on > Approve Selected Requests.
Click on > Yes.
After the join invite is approved, you will be able to view them under Active Staff.
2.) To invite an employee via Email or SMS
After navigating to Menu > Staff > Add Staff
Click on Staff not available? Send an invite button under the QR Code.
Select the option that works best among SMS and Email and fill out the employee's details then Click on > Invite Staff Member
You will see the staff member added to the staff list as a pending invite. This will change once they follow the steps to join the organization
