Applies to: Admins, Managers
This guide will help you understand the invite rules that govern how new staff members can be invited to Endear based on the selected staff identifier and the role you want to assign them.
Overview
Endear's invite system uses specific rules that determine which invitation methods are available based on the staff identifier you provide and the role you want to assign. The table below shows all available combinations and their requirements.
Invitation Rules Reference Table
Refer to the table below for a quick reference on what invitation methods are available based on the role type and staff identifier. Keep reading to learn more about each of these columns.
Staff Identifier | Role Type | Invitation Methods | Team Required |
Email Address | Admin | Direct Invitation | No |
Email Address | Manager | Direct Invitation | Yes |
Email Address | User | Direct Invitation | Yes |
Phone Number | Manager | Direct Invitation | Yes |
Phone Number | User | Direct Invitation | Yes |
Full Name | Manager | Shareable Link Invitation | Yes |
Full Name | User | Shareable Link Invitation OR Pin Code Invitation | Yes |
What is a staff identifier?
Staff identifier is how you identify new staff members when manually adding them to Endear. It determines how that person will login to Endear and what invite methods are available.
The staff identifier options are: full name, phone number, or email address.
You will see the field for staff identifier when adding new staff members, once you select manual input.
Note: If you are using an integration to import staff members (which is the recommended option), you will not need to consider staff identifiers.
What are role types?
Endear has 3 different role types: user, manager, and admin. Learn more about role types here.
What are invitation methods?
When you invite a new staff member, their account is automatically created. The invitation methods determines how that new staff member will login to Endear for the first time.
Direct Invitation: The invitation is sent directly to the individual (via the staff identifier if applicable)
Email addresses receive email invitations
Phone numbers receive SMS invitations
Shareable Link Invitation: A unique link is generated that you will share with the staff member outside of Endear
The new staff member uses this link to create a username & password
Pin Code Invitation: A random 6-digit numerical code is generated that you will share with the staff member outside of Endear
Pin code invitations are only available for the user role type, it is not available for managers or admins. Learn more about pin code login here.
The staff member can change their default pin code after logging in for the first time.
What is a team?
Teams typically correspond to a store's physical location. Within a team, there are lots of collaboration opportunities and shared information. All user and manager staff members are assigned to one or more teams. Admins will have access to all teams.
How to invite a new staff member
Using the information above and this step-by-step guide, we hope you feel confident when inviting your new staff members.
Key takeaways
Admins can only be invited directly via email address
Pin code login is only available for the User role
Direct invitations will be sent to the provided staff identifier (email = email invitation, phone = SMS invitation)
Team assignment is required for all non-Admin roles
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