This article is for those wishing to add a new user who can access and use Loaded, it does not explain how to add a staff member / employee. Employees do not need to be added as a Loaded user to clock in and out or to be added to the roster.
🔐 What You’ll Need
🔑 Manager Permissions
You need the Manager permission to invite new users to your venue. If you can't invite users, ask someone with the Manager permission to update your user permissions.
You can add as many users as you like, but they won't be able to use Loaded until they have accepted their email invitation.
If you have multiple Loaded venues, you need to invite the user to each venue separately, they will then be able to view all venues from one account.
How to Invite a New User
Click on the person icon located in the top right-hand corner of your screen and click Manage users
Click on Invite New User
Fill in the name and the email address
Set permissions
By default, when adding a new user, they will have the ‘Reports’ permission. You can learn more about User Permissions here.
Click Send Invite
The new user will be sent an email with a link to click to accept the invite. Once the user clicks the link in the invite, they will be prompted to enter their details then they will have access to your company.
Invitation links expire after seven days. After seven days, their pending invite will disappear from the Manage Users page. Simply send them a new invite if you would still like them to become a user.
If you need to remove a user, click the rubbish icon at the right end of the row.
What’s Next?
User Permissions gives you a grid of all the permissions you can give to your users
How to create, edit and deactivate Staff Members
Set up Roles for your Loaded company