Invite a Staff Member

Add staff from Settings → Staff. You can select an existing member or enter a new staff member’s email address. You need the Manage Roles permission to add staff.

Add staff by email

1. Open Settings → Staff and select Add Staff.
2. Enter the person’s email address.
3. Optionally enter their job title.
4. Select Add Staff.
5. A person with a verified Kanri account is added directly. Otherwise, Kanri sends an invitation email with account setup instructions.
6. After they are added, open their staff record and assign the appropriate roles.

Add an existing member as staff

If the person already has a member profile, search for and select that member instead of entering an email. Kanri adds them directly if the profile is linked to an account; otherwise, it sends an invitation to the email on the member record.

If the member has no email address, add a valid email to their profile before inviting them.

Give the person the right access

New staff should only receive the permissions needed for their role. Open Settings → Staff, select the staff member, choose Edit, and select one or more roles. See Create a Custom Role.

Next steps

• Manage Role Users
• Create a Custom Role
• Troubleshoot a Staff Invitation