The essentials
Overview
From the web dashboard, open Team and invite your staff and managers. Check the store and access level before sending the invitation. The person joins your team once they complete the invitation process.
Before you start
Have the person’s correct email, intended role and store ready. Adding and inviting people requires the relevant access.
Step by step
Open Team in the web dashboard and check that you are working in the right organisation.
Add the person’s details, or find their existing profile before creating a duplicate.
Review their role and store access. Add only the access needed for their work.
Send the invitation when you are ready. Ask the person to open it using the matching email address and complete the joining steps.
What to check
If you need more help
If the email is missing, ask the person to check spam and confirm the address. If they joined the wrong store or appear twice, review their existing records before sending another invitation.
Contact the Orbit team