Once your location has been created, the next step is to add the people who need access on the day.
This might include staff, volunteers, agents, or community fundraisers. You can choose whether someone should simply use the Pebl Collect app to take payments, or whether they should have more control over that location as an admin.
How to add a new team member
In the Pebl dashboard, open the relevant location
Go to Team Members
You can also do this from the Team Member tab in the left hand menu, and assign the specific location.
Click to add a new team member
Enter their name and mobile number
Choose their role:
User if they only need access to the Pebl Collect app to take payments
Admin if they need more control over that location
E.g. a community member or sponsor organisation running an event for you.
Edit the invite message if needed
Send the invite
Once invited, they’ll receive a link by SMS and can log in to the Pebl Collect app using their mobile number.
💡 Pro Tip
For most event staff and volunteers, the User role will be the right option.
A user can access the Pebl Collect app and take payments, but they won’t be able to log in to the dashboard or create things like new products or team members.
The Admin role can be useful if you want someone on the ground, such as a community fundraiser, to have more control over that location via the dashboard without giving them access to the rest of your organisation.
A Location Admin will be able to create products and add team members for that specific location.
What the invite process looks like
When a new person is invited, they’ll receive an SMS with a link to accept the invitation.
Once they log in to the Pebl Collect app, they’ll see the locations they’ve been given access to. In most cases, volunteers will just see the one location they are working in.
They can then select that location and begin accepting payments using the products already assigned to it.
FAQs and Tips
Can I add someone who isn’t already in Pebl?
Yes. You can add a completely new team member by entering their details and sending them an invite.
What’s the difference between a User and an Admin?
A User can take payments through the Pebl Collect app. An Admin can have more control over that location, such as managing setup.
How does the team member receive access?
They’ll receive an SMS invite with a link to accept and log in.
Can a volunteer access more than one location?
Yes. If they’ve been assigned to multiple locations, they’ll be able to see and select those when they log in.
What should I do before inviting team members?
It’s a good idea to create the location first and assign the products they’ll need, so everything is ready to go when they log in.