Who can invite team members?
Only owners and admins. They can open Administration, where the team is. Employees don't see Administration.
Step 1: Go to Team
Go to Administration > Team. Under Members you see everyone with access, with their role and when they last logged in.
Step 2: Send an invitation
Click Invite member. Enter the email address and choose a Role:
- Admin: can do almost everything you can, including Administration and the team
- Employee: can follow along in the calendar and with customers, but can't change anything
In the Staff member field you can choose which staff profile belongs to this person, if you like. Once they accept, the Stippa app then opens straight on that staff member's day. The field only appears when there is a staff member who isn't linked to a team member yet.
Click Send invitation. The person gets an email with a link. What each role may do exactly is in Roles and permissions.
Step 3: Accepting the invitation
The invited person clicks the link in the email. If they don't have a Stippa account yet, they create one right there. After that the team member is active straight away.
Pending invitations
Invitations that haven't been accepted yet are listed under Pending invitations with the status Pending. An invitation is valid for seven days and then gets the status Expired. Resend invitation sends a new link that is valid for another seven days, and Revoke invitation cancels it.
Changing a role or transferring ownership
Open the menu next to a team member and choose Change role. An owner can also Transfer ownership there: the team member then becomes an owner too, with access to the subscription. You stay an owner yourself.
Can employees see all appointments?
At the bottom of the page is Employees can view all appointments. If you turn it off, employees with a linked staff profile only see their own appointments.
Removing team members
Open the menu next to a team member and choose Remove member. The team member loses all access immediately. Appointments they were involved in stay as they are.
Limits
How many team members you can have depends on your subscription. On Solo you work alone, so you don't invite anyone there. See Plans, limits and what each plan includes.