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Getting Started

Inviting Team Members

How to add admins, supervisors, and staff to your account

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Adding Team Members

Build your team by inviting people with the right roles and permissions.

Before You Invite

Decide on:

  • What role they need (Staff, Supervisor, Admin)

  • Which locations they'll access

  • Which schedules to assign them

    • Inviting Staff


  • Go to Users > Staff

  • Click Add Staff

  • Enter their details:

  • Full name

  • Email address

  • Phone number (optional, for SMS)

  • Select their role

  • Click Send Invite

    • The new team member receives:

  • Email invitation

  • Link to set up their account

  • Instructions to download the staff app

    • Inviting Admins

    Only account owners can add admins:

  • Go to Users > Admins

  • Click Add Admin

  • Enter email address

  • Select Admin role

  • Send invite

    • What Happens Next

    For the invited person:

  • They receive an email

  • Click the invite link

  • Set their password

  • Access their dashboard or app

    • For you:

  • They appear in your user list as "Pending"

  • Status changes to "Active" when they accept

  • You can resend invite if needed

    • Bulk Invites

    For many team members:

  • Prepare a CSV file with names, emails, roles

  • Go to Users

  • Click Import

  • Upload your CSV

  • Review and send invites

    • Managing Pending Invites

    If someone hasn't accepted:

  • Resend: Click Resend Invite

  • Cancel: Remove their pending account

  • Check: Verify email address is correct

    • After They Join


  • Assign them to schedules

  • Verify they can log in

  • Do a supervised test check-in

  • Answer any questions

    • Tips


  • Send invites during business hours

  • Warn them to expect the email

  • Provide context about what Rounds is

  • Offer to help with setup

  • Follow up if not accepted within 48 hours

    • invite
    team
    onboarding
    users

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