Applies to: Admins and Managers
Endear provides several ways to invite new staff (aka team) members. The invitation method you choose determines how each person signs in for the first time and which roles are available to them.
Before you start
Here are some things to consider before you start:
If you are inviting a single person, make sure you know what team(s) they should be assigned to and what role type they need.
If you are inviting multiple people at once, everyone in the invite list will be assigned the same role and team(s). Consider organizing your staff members into these groupings ahead of time.
Staff members can sign in with an email address, phone number, username and password, or PIN code. The invitation method you choose determines which one they will use, and which roles you can assign. We recommend reading the invite rules and requirements before inviting new staff members for the first time.
Overview
Either from the Home page or Settings, select Staff.
Select + Add Staff Members.
Select how you want to invite your new staff members: Email invitations, SMS invitations, Invitation links, or Pin codes.
Select how you want to input your new staff members: Manual or Integration. Add each person to the invite list.
Select the role and team(s) for the new staff member(s), then select Continue.
On the confirmation screen, copy or download the invite details. For invitation links and PIN codes, share them with your staff members 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 + Add Staff Members.
3. Select how you want to invite your new staff members, then select Continue.
Email invitations: Endear emails an invitation to each staff member. Available for any role.
SMS invitations: Endear texts an invitation to each staff member. Available for Users and Managers with US or Canada phone numbers.
Invitation links: Endear generates a shareable link for each staff member, valid for 24 hours, which you share with them yourself. Available for Users and Managers.
Pin codes: Endear generates a PIN code for each staff member to sign in on an approved device. Available for Users only, and requires the enterprise security add-on. Learn more about PIN code login here.
4. Select how you want to input your new staff members.
Manual: Enter each person's details and select + Add to invite list. The field you fill in depends on the invitation method: an email address for email invitations, a phone number for SMS invitations, or a name for invitation links and PIN codes.
Integration: Select the staff member(s) from an existing integration. We recommend this when available, because it links each staff member to their activity in that system, such as being the cashier on a customer's transaction. Select brands may also see an Organization option here.
5. Select the role and the team(s) for the new staff member(s), then select Continue. Everyone in the invite list will be assigned the same role and team(s).
Note: The roles available depend on the invitation method you selected in step 3. Learn more about invite rules here.
6. On the confirmation screen, you can copy an individual's invite information or download the full list. If you selected invitation links or PIN codes, make sure to share the relevant information with your staff members so they can sign in for the first time.
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