Applies to: Admins and Managers
This guide will help you understand the invite rules that govern how new staff members can be invited to Endear based on the invitation method you choose and the role you want to assign them.
Overview
When you add staff members, the first choice you make is the invitation method. That choice determines what information you enter for each person, how they sign in for the first time, and which roles you can 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 which roles are available for each invitation method. Keep reading to learn more about each of these columns.
Invitation method | What you enter | Roles available | Team required |
Email invitation | Email address | Admin, Manager, User | Managers and Users only |
SMS invitation | Phone number (US & Canada only) | Manager, User | Yes |
Invitation link | Name | Manager, User | Yes |
PIN code | Name | User | Yes |
What are invitation methods?
When you invite a new staff member, their account is created automatically. The invitation method determines how that staff member signs in to Endear for the first time, and what information you need to enter for them if you are adding them manually.
Email invitation: Endear emails the invitation directly to the staff member
You enter their email address, and optionally their name
This is the only method that can be used to invite Admins
SMS invitation: Endear texts the invitation directly to the staff member
You enter their phone number, and optionally their name
Available for US and Canada phone numbers only
Invitation link: A unique link is generated that you share with the staff member outside of Endear
You enter their name
The link is valid for 24 hours
The new staff member uses the link to create a username and password
PIN code: A random 6-digit numerical code is generated that you share with the staff member outside of Endear
You enter their name
PIN code invitations require the enterprise security add-on. If you don't see this option, contact your account manager.
PIN code invitations are only available for the User role type. Learn more about PIN code login here.
The staff member can change their default PIN code after logging in for the first time.
A staff member invited by PIN code can't sign in until a PIN-enabled device is registered for your brand. If no device is registered yet, register one first. To learn more, see how to register a device as PIN-enabled.
Note: If you add staff members through an integration instead of manually, their details come from the integration and you won't need to enter them.
What are role types?
Endear has 3 different role types: User, Manager, and Admin. Learn more about role types here.
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 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 by email invitation
SMS invitations are available for US and Canada phone numbers only
Invitation links expire after 24 hours
PIN code invitations require the enterprise security add-on and are only available for the User role
PIN code login requires a registered PIN-enabled device before invited staff can sign in
Team assignment is required for all non-Admin roles
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