Create a team member

Invite a new staff member and give them a role.

Table of Contents

You add staff from the Team page. Each new person gets an email invitation, then signs in with their own login.

You need permission to invite staff. Without it, New Staff Member is grayed out.

Enter their details

Go to Team, stay on the People tab and click New Staff Member.
If you have several locations, pick one under Where do they work?, then open This team member works at other locations to add more.
Fill in First Name, Last Name, Email and Staff Title.
Click Set permissions.

Choose a role

Pick a role for this person. To adjust what they can do, open Set Permission Myself and change the ticks. Sovica saves your changes as a custom role in their name. See Set permissions with roles. Click Create staff to send the invitation.

If the email goes missing

The invite stays in the staff list with a pending label. Open its menu and choose Resend invitation.

Up next

Next, read Edit a staff profile.