Applies to: Admins, Managers
To learn more about pin code login, refer to this article. To change your current pin code, refer to this article.
Overview
Navigate to Settings, then select Staff
Select Add staff members
Select Manual or Integration, then input or select the staff members to add.
Note: You must assign all selected users to the same role & team(s), so keep this in mind when inputting names/selecting user profiles.
Manual: Input the staff members full names only. Pin code login will not work with email or phone number inputs.
Integration: If adding via integration, select the applicable integration and the user profiles to import.
Select the role and team(s), then select Continue.
Select Pin codes, verify the new staff member(s), then select Continue.
Download a CSV with the staff members and their respective pin codes.
Once a staff member is logged in for the first time, they can change their pin code by following these instructions.
Step-by-Step Instructions
1. Navigate to Settings, then select Staff
2. Select + Add staff members
3a. Manual: To manually input, type each staff member's full name only. You will not be able to utilize pin code login if you type in an email or phone number.
Note: You must assign all selected users to the same role & team(s), so keep this in mind when inputting names.
3b: Integration: If utilizing an integration to add staff members, select Edit to choose the integration that hosts all your staff members. Then select Edit to choose the individuals to invite.
Note: You must assign all selected users to the same role & team(s), so keep this in mind when inputting names.
4. Select the appropriate role and team(s) to assign all the selected staff members. Select Continue.
Note: Each staff member can only be assigned to a single role. To learn more about the different role types, refer to this article.
5. Select Pin codes, verify the new staff member(s), then select Continue.
6. Once all the staff member(s) have been successfully created, you need to share the pin codes through your preferred method. You can copy the pin of a specific staff member and download a CSV with each of their respective pin codes. Share this information with your staff. After logging in for the first time, staff members can change their pin codes to their desired 6 digit code - learn how here.
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