Inviting and Managing Team Members

How to invite staff, assign roles, and organise your team into groups.

2 min readUpdated 3 days ago
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Adding Your Team

To get the most out of Paddl, add each of your staff members individually. This enables accurate task tracking, compliance scoring, and personalised training records.

How to Invite Staff

  1. Go to Team > Team Members in the admin panel

  2. Click Invite Staff

  3. Enter the staff member's email address

  4. Select their role: Owner, Manager, or Staff

  5. Click Send Invite

The staff member will receive an email with a link to create their account and download the app.

User Roles

  • Owner — Full access to all features, billing, and settings

  • Manager — Can manage routines, documents, team, and view compliance reports

  • Staff — Can complete tasks, view documents, and use the mobile app

Use Individual Emails, Not Shared Ones

We strongly recommend using individual email addresses for each team member rather than a shared email like info@ or kitchen@. Here's why:

  • Compliance scores are tracked per person — shared accounts skew your data

  • Task assignments work best when each person has their own login

  • Document sign-offs need to be attributable to a specific person

  • Training records are personal and must be tracked individually

Staff Groups

You can organise staff into groups (e.g. "Kitchen", "Front of House", "Bar") to make task assignment easier. Go to Team > Staff Groups to create and manage groups.

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