Everyone gets their own sign-in, so you always know who did what. No shared logins.
Send an invite
- Open Team & Access and tap Invite Team Member.
- Enter their Individual Full Name and their own email.
- Pick a role (the list is below).
- Tap Create Staff Invite.
The roles:
- Provider: sees customers and works from My Day. Pick this for anyone who opens walk-ins with I’m here.
- Front desk: checks people in and runs the line.
- Manager: runs the line and the team at their locations.
- Admin: helps run the business: staff, settings and reports.
We email them a link. Their access turns on as soon as they accept, and there’s nothing else for you to do.
What your team member does
- Open the email Your [business] Walk-Ins Welcome invitation.
- Tap the link and sign in. Any verified email works, including a personal one.
- Tap Activate account.
The link works once, for 3 days. If they sign in with the exact email you invited, their access turns on even without the link.
If the email doesn’t arrive
We can’t always confirm delivery. In Team & Access, open their View permissions and tap Create account activation link, then send them that link yourself by text or email. It also works for 3 days.
Owner access
Adding another owner takes one more step: they must turn on owner access themselves after accepting.