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Add a team member, step by step

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This page lists the people who sign in to your admin. Go down the steps in order. To learn more, open the link at the end of each step.

The page

Go to Settings. Open Platform members.

  • Top: the Who is who picture. It shows your two lists of people.
  • Top right: the Add a member button and the Manage roles button.
  • Under it: the number of people you use, for example 3 of 5 people.
  • The list: one row for each person, with their role and their Last login.

Each person on this list uses one place on your plan. A cook who only gets lessons does not go here.

Read more: Platform members · Who is who

1. Add a person

Button: Add a member.

  • Type the email of the person. Example: chef@yourplace.com.
  • Press Search.
  • Pick a Role. Staff is the safe choice.
  • The person has an account? Press Add to venue.
  • The person is new? Press Add & send invite.

Where it goes: a new person gets an email with a link to sign in.

Read more: Platform members · Signing in

2. Wait for the person to sign in

  • A new row shows the Invited tag.
  • The person opens the email and signs in. They need no password.
  • Their role works from the first time they sign in.
  • The email is lost? Press Resend invite. The old link stops working.

Read more: Signing in

3. Change the role

  • Find the person in the list.
  • Pick a new role in the Role list on their row.
  • The change works at once.

Where it goes: the role decides which pages they open and what they change.

Read more: Roles and capabilities

4. Give one person more rights, or fewer

Button: Permissions.

  • Turn single rights on or off for this one person.
  • Press Save overrides.
  • A green +3 on the row means 3 extra rights.
  • A red −2 on the row means 2 rights taken away.
  • Press Reset to role template to go back to the plain role.

Do not make a new role for one person. Use Permissions for that.

Read more: Roles and capabilities

5. Choose the alerts

Button: Alerts.

  • Choose what the bot tells this person on their phone.
  • Example: turn off booking messages for one manager.

Where it goes: the Telegram chat on their phone.

Read more: Alerts on your phone

6. Remove a person

Button: Revoke.

  • Press Revoke on the row.
  • The person cannot open this venue any more.
  • Their other venues do not change.
  • Their place on your plan is free again.

Read more: Platform members

How many people you can add

PlanPeople
Free2
Essential5
Plus10

When all places are full, you cannot press Add a member. Remove someone, or move up a plan.

Read more: Changing your plan