How to Add a Team Member

Each team member gets their own login, role-based permissions, and can be assigned to locations and schedules. 👥

1

Open the Team Module

Click Team in the sidebar. All team members are listed with their roles, status, and locations.

2

Open the Add Team Member Form

Click + Add Team Member. The form appears with fields for personal info, role, and contact details.

3

Fill in Personal Information

Enter the team member's details, choose their primary role, and set their unique security PIN.

📋 Form Fields

Field	Required	Description
First Name	✅ Yes	Team member's first name. e.g. "Maria"
Last Name	✅ Yes	Last name. e.g. "Santos"
Email	✅ Yes	Used for login and notifications. Must be unique. e.g. "maria@email.com"
Phone	Optional	Mobile number for SMS notifications. e.g. "(555) 987-6543"
Role	✅ Yes	Determines permissions. See "Roles & Permissions" article. e.g. "Supervisor"
PIN Code	✅ Yes	4-digit PIN for mobile app login. e.g. "1234"

4

Save & Send Invitation

Click Send Invitation. The team member will receive an email to accept and set up their account.

ℹ️

The new member will appear as Pending until they accept the invitation.