The team tab on the left side menu on your restaurant dashboard can be a useful tool for employees management.
The team tab allows you to:
Invite new employees / users.
Manage employees / users permissions.
Organize and manage time cards for your staff.
Users
In this section, as previously mentioned you are going to be able to manage your employees by inviting them to be a part of your staff.
In order to invite a new user or employee, you're going to click on the Users tab under Team and then select the upper right button that reads ''Invite User''
Once you click on the above button, you will be prompted to a pop up window where you will have to configure several information. The first part of this, is the basic information of the new user or employee you're inviting:
Email: An email is mandatory for the invitation, as this is sent to their email address for them to accept the invitation.
Identifier: The name used to identify the user or employee. Avoid using personal data here like birth date or government ID.
Job Title: Self explanatory as it pertains to the job they do at the store.
The second part is settings:
Wage: This will allow us to properly calculate their correct wages on their time cards.
PIN: You can optionally specify a PIN for the employee you're inviting, or leave it blank in case you want them to set it up themselves.
Permissions: We have a set of preset permissions configurations. You can select either one of these to provide the permissions to the user you're inviting.
However, if you'd like to customize permissions on your own, you can do se by checking the boxes you want to grant permissions for on the list below
Once you select the permissions you will be granting for the user, you can hit the save button on the bottom right, and the invitation will be sent to the new user's email.
They will receive the following email, with the information pertaining to your store and the person that is sending this invitation:
Now, the invited user can click on accept and they will now have access to the dashboard and the permissions you enabled for them. It is important to notice that these invitations expire in 7 days.
You can track the status of the invitations you have sent out on the Team - Users tab, and they will be under Pending Invites. You can either choose to resend them to the users, or cancel them. If they have already been accepted, they will be moved up to your already added employees.
Now, if you were to add an existing user to your store, the process is a little bit different. For example, let's say that you're the owner of two stores: Boba Shop and Cafe Bond, and you want to add your Boba Shop accountant to Cafe Bond too. Your accountant (the user) will be able to accept the invitation on the Snackpass dashboard by going to the left side menu and clicking on My Account - Teams
Once the invited user / employee clicks on the Teams tab, they will be able to see that there's an invitation from a restaurant to join the team. They will have the chance to either accept it or decline it.
Important Notes
Important to notice that the only permission you won't be able to change on your own is the Payouts one. You need to contact our support team at [email protected], through your partner app, or at 1-866-868-2146, as it requires a stricter security flow.
To ensure employees/users who haven't been receiving their clock-in and out SMS messages (due to opting out previously) can start receiving them again, they need to resubscribe. Simply send "Start" to 1-833-680-1127.