How do I add new staff members?
Adding staff directly from Shopify
Use the following steps to add staff members to the system. You can add existing employees that are configured on Shopify or share an invitation link with anyone
➡️ Go to the Staff page.
➡️ Click on the Add New Staff button.
➡️ Click the Add directly from my Shopify store dropdown to access your existing Shopify employees.
➡️ Select all staff members you would like to add.
➡️ Click on the Send Invitations button.
An email will be sent to your staff, inviting them to register with EasyTeam. However, they are not required to register to use the clock-in/out or other EasyTeam features via the Shopify POS. Once their PIN code is added, they're good to go.
If an employee can't find the invitation in their email, just text us in the live chat box and we'll send you new invitations for all your unregistered staff 📩
Adding Non-Shopify staff
Not all employees work on the frontline or within your store's team. EasyTeam allows the addition of non-Shopify employees, enabling them to clock in and out without needing the Shopify POS.
➡️ Go to the Staff page.
➡️ Click on the Add New Staff button.
➡️ Make sure you're on the Add Non-Shopify staff tab.
➡️ In the box on the left, enter the names and emails of all staff members you would like to add.
If you want to add more staff members at once use the +Add more staff button.
➡️ Click on the Add to EasyTeam button.
➡️ Click on the Send Invitations button.
Inviting staff to add themselves
If your staff number is substantial or you wish to simplify the process, consider sharing a self-registration link. This link allows staff members to create their profiles, providing you with the chance to screen join requests to prevent unauthorized profiles.
➡️ Go to the Staff page.
➡️ Click on the Add New Staff button.
➡️ Click the Invite staff to add themselves dropdown to open the menu.
➡️ Click the Copy button to copy the URL of the invitation link.
➡️ Send the invitation link to a staff member in any way you like.
You can only invite staff to add themselves if they are not yet added to the app.
When an employee registers via this link, you can approve their request from the Staff page.
If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️
Updated on: 21/09/2023
Thank you!