Add a staff member

Use this when someone new joins your shop. Each person gets their own login, so you can see who did what and choose what they can do.

Before you start

• Have the person’s name, email address and mobile number ready. All three are needed.
• Each plan includes a set number of staff logins. See bytephase.com/pricing for how many your plan has.
• Don’t see Employees or the add button? Ask your shop owner to let you add employees (Employees — Add & edit).

Steps

1. On a computer, click Employees in the left menu. On a phone, tap More, then under Team & money tap Employees.

2. Click the add button at the top of the list. On a phone, tap +.

   The Create employee page opens.

3. Choose the Employee role, for example Technician. The role decides what the person can do at first. See Staff roles explained.

4. On the Standard plan and above, an admin also sees Permissions with two choices:

   • Custom: after you save, the Permissions tab opens so you can choose exactly what this person can do.
   • Copy from employee: pick a colleague in Copy from employee. The new person gets the same access as them.

   

   Desktop

5. Fill in Employee name, Email and Mobile number.

   Display name is optional. It is shown to customers instead of the real name.

6. If you like, add a Phone number, Identification number (a government ID), Gender, Date of birth, the address and bank details.

7. Click Create.

   You see “Employee added”. BytePhase emails the new person a welcome message with a link to set their password.

Done!

The new staff member is in your Employees list. Once they set their password from the email, they can sign in on a computer or in the phone app.

When someone leaves

Don’t delete the person. Turn their login off instead, so their history stays.

1. In Employees, open the menu (⋮) on the person’s card.

2. Choose Activate or deactivate.

3. Confirm with Deactivate.

   They are signed out straight away and can’t log in again. Their card shows a crossed-out person icon.

To let them back in, choose Activate or deactivate again and confirm with Activate.

Good to know

• Staff login limit. Only active staff count towards your plan’s limit. If you reach it, you see “Employees limit reached” with an Upgrade now button. Deactivating someone frees a place. Compare plans at bytephase.com/pricing.
• The email didn’t arrive? Open the menu (⋮) on the person’s card and choose Send activation link.
• Change someone’s role later with Change role in the same menu. Only an admin can do this. Changing the role clears any custom permissions the person had.
• Every employee works across all your businesses. You don’t add staff per business.

Something not right?

• A staff member can’t find a menu item: see I can’t find a menu item or button.