Add/Invite Staff Members

On the Staff & Availability page, you can decide whether to manually add each staff member or send them an invitation to create their own profiles. In this article, we will explore both options. 

Things to Know:

• The ability to add or invite staff is controlled by the Accessing Staff & Availability access control setting.
• A staff profile cannot be saved without a Display Name.
• When inviting staff members by email, you must select a location in the Invite Staff By Email modal.
• Each staff member must have a unique email address in order to be invited or to log in.

  Invited staff will receive an email with instructions to create their login credentials and access their profile.

• Staff roles and permissions can be managed after the profile has been created.

Contents

• Manually Add a Staff Member
• Invite Staff Member by Email

Manually Add a Staff Member

1. Go to Business Setup > Staff & Availability

2. Select the ”+Add Staff Member” option                                                                                     

3. A window will open where you can add the staff member’s details. By default, the system will check Service Provider for the role but you can edit this as necessary. You will need to save the staff’s profile with an email address entered and reopen the profile to send an invitation using this method. 

Invite Staff Member by Email

To invite a staff member to create their profile:

1. Go to Business Setup > Staff & Availability 
2. Select the “Invite Staff by Email” link at the bottom of the page. This option will allow you to invite multiple staff members at the same time 
3. Select a location, then add each staff member's email address. Ensure that the emails are separated by commas.                                                                                                                                                                                                                                                            
4. Send invitation 
5. Upon receiving the invitation, the staff can click on the “Join the Team” link to create their profile                                      
6. Enter their name and set their password                                                                                                                                                
7. Click on the Create Account button  

After creating an account, the staff member will be able to log in to the system with their own credentials.

Related Articles:

• Staff Profile Overview
• Sign into MyTime as a Staff Member
• Creating Staff Roles
• Assigning Staff Roles
• Reorder Staff Members
• Create a New Staff Profile by Cloning
• Adding Work Hours and Assigning Locations 
• Sync Outlook Calendar with MyTime 
• Sync Google Calendar with MyTime
• Deleting Staff Members