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 venues they cover and what they're allowed to see and change, 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 (the button carries your business name), then enter the person's first name, last name and email on the Add manager page.
Under Locations, leave All locations on to give them every current and future venue, or switch it off to choose venues one by one.
Choose what they can do
Roles & permissions sets what they see. Each area — Scheduling (Roster, Timesheets, Leave), People & pay (Employee profiles, Pay & labour cost, TFN & bank details), Business (Pay rules, Business settings, Manage team access) and Communication (Messaging) — has a View and an Edit box. Ticking Edit turns View on too; clearing View clears Edit.
Select Send invite. 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.
