How to add an employee

Create an employee, assign a role and establishment, and set sign-in details.

Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.

Before you begin

• Sign in to the appropriate workspace and check the establishment name at the top of the page.
• Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
• If an option is missing, check your plan and your role's permissions.

Setup steps

1. Open Staff. Select “Add employee”.
2. Complete the employee details. Enter the name, phone number and position, and set the status to active.
3. Assign access. Select the role and only the establishments where the employee works.
4. Share the sign-in details. Send the work login and temporary password through a secure channel.

Check the result

The employee signs in to their workspace and sees only the permitted actions and establishment.

Troubleshooting

• Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
• Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
• Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.