When you add a staff member, they get an email with their sign-in details. Follow these steps to get them working on day one.
Before you start
Use the person's own email address. The invite holds their password, so it should reach only them.
Make sure their role in Staff Management covers the pages they need.
Step 1. Add the staff member
On Staff Management, press Add Staff, fill in their details and choose a Role. Leave Password (optional) empty: the line at the foot of the form says Login details are emailed to the staff member. Press Save.
Leave Password (optional) empty: the line at the foot of the form says the login details are emailed to them.
Step 2. Ask them to check their email
The email says they were added to your store's team. It shows their email, a temporary password and a Sign In button. Ask them to look in spam too if it is not in the inbox.
Step 3. They sign in
The Sign In button opens the sign-in page. They enter the email address and the temporary password from the email, then press Sign in.
If they work in one business, they land straight in its dashboard. If they work in more than one of your businesses, they land on My Businesses and choose one. They see only the pages their role allows.
The button in their email opens this page: the email address and the password the invite gave them.
Step 4. They change the temporary password
In the dashboard, they open the menu under their name at the top and select My Businesses. It opens in a new tab. There, they open the menu under their name again and select Account settings, then the Password tab.
They enter the temporary password under Current Password, type the new one twice, and press Change password. The new password must have 8 characters, a letter and a symbol.
In Account settings, on the Password tab: the temporary password once, then the new one twice.
Step 5. Check that they signed in
On Staff Management, look at Last Login. A date means they have signed in. Never means they have not signed in yet.
Last Login is your proof. Never means the invite has not been used yet.
If the invite does not arrive
Open the person's page from the staff list and check the email on the Overview tab. If it is wrong, press Edit, correct it and save.
Then open the Access tab and press Resend invite. This button shows only while they have never signed in. Confirm, and they get a new email with a new password. The old password stops working, so tell them to use the newest email.
If they already signed in once and forgot their password, use Reset password on the same tab instead.
On the Access tab, Resend invite shows while they have never signed in.
Result
Your staff member signs in with their own account and works within their role. If they can sign in but a page is missing, check their role. Sending the invite again will not change what they can see.