Setting Up Your Team

Here is the correct workflow for adding your team to the system.

Step 1: Create a Staff Record

First, create the profile for the team member.

1. Log into the Admin Console and navigate to Staff & Users
2. Click Add

3. Click Add Team Member

   

   
   
4. Fill in their personal details and a 4-digit PIN number
5. This is also where you can go to the Training tab to upload their Food Safety Certificates and set expiry date reminders.
6. Click Save.

Step 2: Create a User Account (for people who need to log in, like managers, owners or for a Shared Tablet)

If this staff member needs to log into the app to complete forms or manage the business, you must also create a User account for them.

1. Navigate to Staff & Users.
2. Click Add User.
3. Enter the staff member's email address and password (this will be their username)
4. Set their User Role (e.g., "Tablet" for team members, "Manager" for supervisors).
5. In the "Staff Record" dropdown, link this User account to the Staff Record you created in Step 1.
6. Click Save.

This will send an invitation to the staff member's email, prompting them to create a password for their new account.