Invite an employee

Add an employee to a location so they can sign in and complete tasks.

Requirements

• You are signed in as Owner or Leader of the location.
• A location is selected.

Step by Step

1. Select Employees in the sidebar.
2. Tap Add Employee.
3. Enter First Name and Last Name.
4. Under Role, select Leader or Employee.
5. Under Areas, assign areas if the employee should only see tasks for specific areas.
6. Enter a PIN (at least 6 characters) and confirm it under Confirm PIN.
7. Tap Create.
8. Copy the employee code and share it with the employee.

Next Steps

• Manage an employee
• Manage areas

Tip: Only assign the areas an employee is responsible for. Without area assignments, an employee can see all tasks.