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Invite people
Bring a new person into your business, or send the invite again. Only owners and general managers can do this. Only an owner can invite another owner.
You invite people from the Scheduler. The invite email and the page it opens come from your FSC account.
Steps
- In the Scheduler, open Manage, then Admin, then the Employees tab.
- Under Add employee, type the First name, Last name and Email. Add a Cell phone if you like.
- Pick a role in the list: EMPLOYEE, AM, GM or OWNER. See the table below.
- Tick the stores they work at.
- Click Add employee.
Adding someone does not send an email. They can be scheduled right away, but they hear nothing until you invite them.
- When they are ready to start, find them in the list. It says Not invited yet.
- Click Send invite.
A message says Invite emailed to their address. The link works for 24 hours. The list now says Invite sent.
Roles
| Role | In the list | What it means |
|---|---|---|
| Owner | OWNER | Everything in the business, including stores. Must use two-step sign-in. |
| General manager | GM | Runs the business day to day: invites people, sends reset links, registers devices. Must use two-step sign-in. |
| Area manager | AM | Manages the stores they are assigned to. |
| Employee | EMPLOYEE | Their own schedule, time and tasks. |
What each role can do inside the Scheduler is covered with the Scheduler's own pages.
What happens next
The person gets an email called You're invited to join and your business name. It says who invited them and what their role is. They click the link, choose a password and join. See Accept an invite.
When they have joined, the button in their row changes to Send reset link. See Reset a password.
Sending it again
Click Resend invite next to someone whose link ran out or got lost. The new link replaces the old one and has a fresh 24 hours. The status shows Invite sent again.
If something looks wrong
- The invite link could not be emailed. The message says the link was created but the email could not be sent. Check the address and try again.
- This employee is inactive. Nobody is invited while their account is turned off. Turn it on first.
- This employee already has an account. They have already joined. Use Send reset link if they forgot the password.
- They say the link does not work. It may be older than 24 hours or already used. Click Resend invite.
- Someone has an account at another business. They can still join yours. They type their own password on the invite page, and we never change it.
- More: Troubleshooting.