ShiftlyGuides

Inviting managers

Invite someone to help manage your business and choose which locations they can access.

Invite someone to manage your business alongside you. You choose which locations they can access, and they get an email to log in and get started.

Who this is for

Owners and managers using the Shiftly web platform.

Before you start

  • Open the business menu (your initials, top right) and choose Share Access.

Invite a manager

Fill in their details

Select Share access to your business, then enter the person's first name, last name and email, and tick the locations they should be able to manage — they'll only have access to the ones you select. Select Send Invite.

The Share access modal with name and email fields and location checkboxes

They'll receive an email with instructions to log in and get started.

Track the invite

The person appears on the Shared Access list. Until they accept and log in, their status is Pending; once they're set up it becomes Active.

The Shared Access list showing a pending invite alongside active managers

You can't invite yourself or someone already on your own team's account as a manager.

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