Overview:
Pebl makes it simple to onboard new team members to securely accept payments with minimal setup.
Step-by-Step Instructions:
Log in to the Pebl account you wish to add the team member to.
If you have multiple locations/events, learn how to switch between then here.
Go to Settings > Company details > Team members.
Click + Add Team Member.
Enter the team member’s name, email, and assign a role (Admin, Manager, Team Member).
Click Send Invite.
💡 Pro Tip
You don't actually have to send an invite link. Once the team member has been added, they can simply download the Pebl app and use that mobile number to log directly into the account they've been added to.
FAQs and Troubleshooting Tips:
What if the user didn’t receive the invite?
As outlined in the Pro Tip - as long as they've been successfully added, they can simply log directly into the account they've been added to.
Can I pre-assign them to a location?
Yes, this is done by ensuring you're logged into the right branch when adding them as a team member.
Can team members be added to multiple accounts?
Yes, you can add team members to an unlimited number of accounts if you wish. Just ensure you're logged into the one you wish to add them to.