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BarPlanner Help

Invite your team

Invite employees with their name and email address. They get a personal link, which you can also send yourself via WhatsApp.

Who can do this? AdminManager

Everyone you schedule needs their own account. You invite people with their name and email address; they choose their own password. You can also invite your team in the last step of the welcome wizard.

Invite someone

  1. Open Users and click Invite employee (1).

    The Users page with the Invite employee button
  2. Fill in the Name (1) and Email address (2) and choose a Role (3). For most people that is Employee.

    The Invite employee window with name, email address and role
  3. Do you want the invitation to go out by email too? Then tick Also send the link by email. If you don't, you send the link yourself (see below).

  4. Click Send invitation.

Send the link yourself

After sending, you see a personal link (1) once. Copy it with Copy link and send it privately, for example in WhatsApp. Handy if the email ends up in spam or if you'd rather send a message yourself.

The personal invitation link with the Copy link button

Which role do you choose?

Role Can
Admin Everything, including billing, venue data and managing other admins
Manager Plan, publish, approve requests, export hours, invite people
Supervisor View availability, drafts and everyone's hours, but change nothing
Employee Own availability, schedule, swaps and cancellations

Someone didn't get an invitation

  • Check the junk mail folder together.
  • Is the email address right? If it's wrong, revoke the invitation and invite again.
  • Expired or lost? Under Open invitations, click Create new link and send that one.

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