Invite your team

TicketStacker gets useful the moment your team is in it: everyone sees what's on their plate, and nothing falls through the cracks. Invite them from Settings → Members: click Invite people at the top. (You'll need to be an Admin.)

Just getting started? While you're the only one in your company, the People page has everything in one place: Add your stores, Invite your team (and pick their store), Add your team from a list and Join codes, with an org chart that fills in as you go.

Three ways to invite

Invite people opens a panel with three tabs: By email, From a list and Join codes.

By email. Type an address and pick their role, User or Admin. They get an email with a button to join, from "Your company via TicketStacker", with your logo and color beside ours and a line saying you use TicketStacker. The page it opens looks the same, so they know who's asking. Invites work once and expire after 7 days. When they click Create an account, their invited address is already filled in.

Admin of more than one company? Tick the others under Invite to and the same person is invited to each, with the same role, in one step. Each company sends its own invite email.

From a list. Have a list in a spreadsheet? Paste the addresses (or upload a CSV) and everyone gets an invite. You can include their team, location, job title and boss, and TicketStacker skips anyone who's already a member. Running more than one company? After Check the list, tick the others under Also invite them to and everyone on the list is invited there too. People who are already members here are invited only to the companies you ticked, which is handy for adding your whole crew to a second business. In a CSV, a Company column can name other companies for each person (separate several with ;). Team, location, title and boss are only set for the company you're in.

Join codes. Make a join code (＋ New join code), print its poster with a QR code, and put it in the break room. People scan it, sign up with their own email address, and join as Members. Someone who signed up first can type the code under I'm joining my team on their welcome screen. A code can also put people straight into a location and team. This is perfect for staff who don't have a work email. We wrote about why in Your retail staff don't need a work email.

Keeping track

Members has three tabs: Joined (with when each person last signed in), Invited and Locked, each with how many. Search by name or email, or narrow the list with Any role, Any team and Any location. The list shows 25 people at a time; use Previous and Next for more. On Invited, tick one or more invites (or all of them) and click Resend selected or Cancel selected, or use Resend and Cancel on one.

Make the most of it

• Fill in each person's team, location, job title and boss: click the pencil on their box in People, or their row in Members. It powers the org chart, queues and Team today.
• Make sure everyone has a name on their profile. Coworkers see names, never personal email addresses.

Next: Make your first ticket.