Add team Manually:
- Click the (::) on top left, to go to management panel.
- Click on Manage team.
- Click the (+) sign
- Select 'Add team manually'
- Enter the name of the employee you want to add, and click 'Add'
- Click 'Next'
- Select your employee to assign role (☑️ in the box means it's selected)
- Once selected click on the role/roles you want to assign to your employee.
- After selecting the roles, click on 'Assign Role'
- Click 'Next' to complete.
*Have in mind that by adding your team members manually, they will not receive an invite automatically. To send them an invite you will need to click on their profile, select 'send invite' and fill in their contact details.
Add team from Contacts:
- Click the (::) on top left, to go to management panel.
- Click on Manage team.
- Click the (+) sign
- Select 'Add team from contacts''
- Click or search for the employee you want to add. Input call name (this will be used through the app). Click on 'Done'.
- Select your employee to assign role (☑️ in the box means it's selected)
- Once selected click on the role/roles you want to assign to your employee.
- After selecting the roles, click on 'Assign Role'
- Click on 'Done' to finish.
Your employee will receive a text message from us inviting him on the app.
Dividers / Arrange team:
Dividers are designed to help you have a better view of your team and the positions they work at. For example you can set up dividers as: 'Bar', 'Service', 'Kitchen' and sort the employees working at those position under each category. This will be helpful when creating a schedule as your employees will be grouped together.
- Setting up your Dividers:
- Click the (::) on top left, to go to management panel.
- Click on Manage team.
- Click the (+) sign.
- Click 'Add divider'
- Enter your divider's name, i.e 'Front of the house'
- Click 'Done'
You can Arrange your dividers and team by hold and press on the divider or the employee you wish to move, and drag and drop accordingly.
