How do I invite a manager?
James S avatar
Written by James S
Updated over a week ago

Managers are important for taking care of a location and it's users. To invite a manager to your platform, follow these steps:

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1. Click on "Users"

Click on "Users"

2. Click on "Invite User"

Click on "Invite User"

3. Type the manager's first name

Type the manager's first name

4. Type the manager's email

Type the manager's email

5. Click on "Invite as"

Click on "Invite as"

6. Select "Manager"

Select "Manager"

7. Click on "Location"

Click on "Location"

8. Click on the location the manager will be assigned to (optional)

Note! If no location is selected, the manager will be prompted to create a location when they create their account.

Click on the location the manager will be assigned to

9. Click "Send Invitation"

Click "Send Invitation"
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