Inviting and Managing Team Members

Invite staff, choose roles, organise people into groups, and understand what each role can do.

2 min readUpdated Today
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Add your team individually

Add each staff member as their own user. Paddl attributes task completion, document sign-offs, training certificates, and compliance scores to the individual, which only works if everyone has their own login.

How to invite staff

  1. Go to Team > Team Members

  2. Click Invite Staff

  3. Enter their email address

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

  5. Choose which locations they can access

  6. Click Send Invite

They get an email with a link to set a password and download the app. If it does not arrive, ask them to check spam, then resend from the same screen.

What each role can do

Role

Can do

Owner

Everything, including billing, subscription, and all settings

Manager

Routines, documents, team, training, compliance and reporting, but not billing

Staff

Complete tasks, log checks, sign documents, and use the mobile app

Staff groups

Group people into teams such as Kitchen, Front of House, or Bar under Team > Staff Groups. Groups make it quick to assign a routine or a training module to the right people in one go.

Contractors and visitors

External contractors and visitors are tracked separately under Team > Contractors and Team > Visitors, each with their own documents and check-in records. See Managing Contractors and Managing Visitors.

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