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
Go to Team > Team Members
Click Invite Staff
Enter their email address
Choose their role: Owner, Manager, or Staff
Choose which locations they can access
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 |
Removing someone who has left
When a staff member leaves, remove them under Team > Team Members. Open the person and choose to remove (deactivate) them. This is the option you want in almost every case:
Deactivate (remove). They can no longer log in, but everything they did (completed tasks, sign-offs, training certificates) stays on the record for your audit trail. Owners and managers can do this.
Delete permanently. Only an owner can do this, and it is rarely needed. Keeping the history is usually the safer choice.
You cannot remove yourself, and you cannot remove another owner. If someone was invited but never joined, cancel the pending invite from the same screen rather than removing a user.
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.