Invite Your Team

When To Use This#

Use this page when the owner wants to invite staff during first-time setup. Team invites give staff members a way to activate their Hello Sniff staff account; employee roster details can be handled later.

Before You Start#

• Have staff first and last names, email addresses, and the intended setup role ready.
• Confirm whether each invited person should start as an employee or manager.
• Keep business role policy outside this article unless the owner has already approved it.
• Use the Access page after setup for invite resend, access changes, and staff sign-in support.

Team Invite Form#

The Team invite step includes invite rows for staff first and last name, email address, and setup role. Add a row for each staff member who should receive an invite now, and remove rows that should not be sent.

If the owner is not ready to invite staff, continue without team invites and finish setup. Staff access can be managed later from the Access page.

Employee And Manager Choices#

The setup form offers employee and manager choices. Use the option the owner confirms for each person. Do not define the business's role policy here; if role rules matter, follow the owner's approved access plan.

After setup, an owner or admin can review access on the Access page. See Manage Access and Invites.

After Invites Are Sent#

Successful invites move setup to the final setup review. Rows without email addresses are ignored, so only completed invite rows are sent.

If a staff member needs help after receiving an invite, use Activate a Staff Account.

When Invites Do Not Send#

• If an email is invalid, correct it before continuing.
• If duplicate email errors appear, keep each invite email unique.
• If all invitations fail, review the visible error and retry once.
• If staff access controls are missing after setup, ask an owner or admin to review access on the Access page.