Inviting staff

Staff are the people who complete calls in the field. They sign in to the Field portal on their phones and see the calls you assign them.

Invite a new staff member

1. 1
   Open Staff from the sidebar.
2. 2
   Click Invite staff.
3. 3
   Enter their name, email, and region.
4. 4
   (Optional) Set a pay rate. This is private — staff do not see it.
5. 5
   Click Send invite.

The invitee receives an email with a link to accept. Their status shows as Invited on the staff list until they sign in for the first time.

Resending or cancelling an invite

On the staff list, open the row menu next to an Invited member to Resend or Cancel. Cancelled invites can be re-sent at any time using the same email.

Assigning staff to a campaign

Two options:

1. From the campaign detail page, open Team and add staff individually.
2. From the Schedule calendar, drag a staff member onto a store on a specific date — this creates the call and assigns the staff in one step.