What this page is for
Invite a user sends someone an e-mail with a link to set their own password. The link works for seven days and only once. This is for someone who will sign in to the back office with an e-mail address; for someone who only works at a till, use Add till staff instead.
Only people whose role can manage users see this page.
Before you start
- At least one role should exist beyond the seeded ones if you want something other than the defaults — see Roles. You can also invite into any existing role.
- If your business has more than one branch, decide which branches the person should work at.
Fields
E-mail address
Where the invitation is sent. Required. The person signs in with this address once they accept.
Example: grace@acaciagrill.co.ke
Roles
What the person can see and do once they sign in, built from the permissions their roles hold together. Choose at least one. Only an owner may give someone the owner role.
Example: Waiter for someone taking orders on the floor.
Branches
Which branches the person works at. Leave every box empty to give them every branch, including branches added later. This box only appears when your business has more than one branch.
Example: tick Westlands only, for a waiter who never works the second site.
How to…
How to send an invitation
- Go to Users and press Invite a user.
- Type the person's E-mail address.
- Choose their Roles. Press See what each role can do if you are unsure which to pick.
- Tick the Branches they work at, if your business has more than one.
- Press Send invitation.
The new invitation appears on Pending invitations until it is accepted.
If something goes wrong
- The list of roles could not be loaded, so an invitation cannot be sent from here. — reload the page or try again shortly; ask someone who manages roles if it persists.