You can add people to your workspace three different ways. Pick whichever fits your situation.
One at a time
- 1
- Go to Your team.
- 2
- Click Invite in the top right.
- 3
- Type their email and (optionally) the location and position you'll mostly schedule them for.
- 4
- They get an email with a link. When they click it, they set their own password and fill in their phone number and availability.
Paste a list
If you have 5+ people to add, the "Invite by paste" mode lets you drop a comma-separated or one-per-line list of emails. We send each one an invite. Much faster than the form for bigger teams.
Upload a spreadsheet
Click Import CSV on the team page. Your spreadsheet needs at minimum a column called email. Optional columns we'll read: name, phone, position, locationName, hireDate, hourlyRate. Mismatched column names are flagged — we don't import bad rows.
What happens after they're invited?
They show up in your team list as Pending until they accept the invite. While pending they can't be assigned to shifts. Once they click the link in their email and finish setup, they're Active and you can put them on the schedule.