Applies to: Admins and Managers
Endear provides a variety of ways to add new staff (aka team) members. The available options vary based on the role type and how that individual will login.
Before You Start
Here are some things to consider before you start:
If you are inviting a single person, make sure you know what store they should be assigned to and what role type they need.
If you are inviting multiple people, keep in mind you can only bulk invite people if they are the same role type & belong to the same store. Consider organizing your staff members into these groupings ahead of time!
We have multiple ways for staff members to login: username, email, phone, or pin code. Make sure you know what method is standard for the staff member's store location & role.
Note: The login method will determine how you invite the new staff member. We highly recommend you read this article on login methods and invite rules here before inviting new staff members for the first time.
Overview
Either from the Home Page or Settings, select Staff.
Select +Add Staff Member.
Select whether you are importing staff members through an integration (preferred) or manually.
If importing manually, enter the applicable staff identifier(s).
Note: Learn more about staff identifiers and which one to use here.
If importing via an integration, select the desired staff member(s).
Important Reminder: If you input/select multiple people, they must be assigned to the same role type & same store.
Select the role & store location for the new staff member(s).
Select how you would like to invite your new staff members. Select Continue.
Note: Some options may be unavailable based on our invite rules. Learn more about invite rules here.
Depending on the invite type, you may need to share staff member's pin codes or invitation links through your preferred method.
Step-by-Step Guide
1. From the Home Page, select Staff. You can also navigate to Staff from Settings.
2. Select + Invite staff
3. Select whether you are importing staff members through an integration (recommended) or manually. The reason we recommend you import staff members through an integration is because you bring highly relevant information into Endear such as when that staff member was the cashier for a customer's transaction.
3a. If importing manually, enter the applicable staff identifier(s). Note: Learn more about staff identifiers and which one to use here.
3b. If importing via an integration, select the desired staff member(s).
4. Select the role & store location for the new staff member(s). Then select Continue.
5. Select how you would like to invite your new staff members. Then select Continue.
Note: Some options may be unavailable based on our invite rules. Learn more about invite rules here.
6. On the confirmation screen, you will have the option to copy an individual's invite information, and download the full list. If you selected the invitation link method or pin code method, make sure to share the relevant information with the staff members so they can login for the first time.
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