Invite staff to the platform

Last updated: June 16, 2026

Go to People in the left sidebar, click Add People, fill in the staff member's name and email, assign their location, area of work, and permission level, then send the invite. They will receive an activation email to set up their account.

You need Location Manager permissions or above to invite staff. If you cannot see the Add People option, contact your administrator.

Add a new staff member

  1. Go to People in the left sidebar.

  2. Click Add People.

  3. Choose Single user to invite one person, or Multiple users to invite several at once. The same information is required either way.

  4. Enter the staff member's first name, last name, and email address. This is the email where their activation link will be sent.

  5. Assign their Area of Work, Location, and Permission level. See the sections below.

  6. Click Send invite.

Area of Work

Areas of Work control which checklists, tasks, and forms a staff member can see. Assign the area that matches their role.

For example, a head chef should be assigned to Back of House so they only see food safety and kitchen tasks, not front of house forms unrelated to their work.

Location

Select the location or locations the staff member works at. Staff only see content assigned to their locations, and their profile will appear on kiosk devices registered to those locations.

If they work across multiple venues, you can assign more than one location.

Permission level

Choose the permission level that matches what the staff member needs to be able to do.

Permission Level

What they can do

Full Administrator

Full access to all settings, locations, and content across the account.

Regional Manager

Manage multiple locations within their assigned region.

Location Manager

Manage jobs, staff, and content at their assigned location. Can invite staff.

Employee

Complete assigned jobs and checklists. Standard frontline access.

Your account may also have custom permission levels set up. See Creating and editing custom permission levels for more detail.

What happens next

Once you send the invite, the staff member receives an activation email. They follow the link to set their password and 4-digit PIN, then they can log in. Their profile will automatically appear on kiosk devices at their assigned locations.