Invite your team

Invite a manager, waiter or other member by e-mail, choose their role and branches, and resend or cancel invitations.

Goal

A new team member has an invitation with the right role and branches, and you know how to resend or cancel it.

Before you start

You are the owner or an administrator of the restaurant
The e-mail address of the person you want to invite
Your branches are already created (see Add a branch)

People join your restaurant through an invitation. RothDine sends them an e-mail with a personal link. The link works once, only for that e-mail address, and expires after 7 days. You choose a role for the person, and for some roles also the branches they may work in. You can give roles that are below your own. The owner role cannot be given, and ownership cannot be transferred from the app.

Open Staff & Permissions

In the sidebar choose Staff & Permissions and click Invite staff. The page lists your team, including people who were invited and have not joined yet.

The Staff & Permissions page with the Invite staff button highlighted — The Invite staff button

Enter the e-mail address and choose the role

In the window Invite a team member type the person's address in Email. Then open Role and pick one. The sentence under the list explains what the role can do. You can choose Admin, Branch manager, Menu editor, Order manager, Waiter, Kitchen staff or Viewer. An administrator cannot invite another administrator. Read Roles and permissions to compare them.

The invitation window with an e-mail address and the role Order manager chosen — The Email field
The Role list with its explanation

Choose the branches

Branch manager, Order manager, Waiter and Kitchen staff work at specific branches. Under Branch access tick every branch the person may work in. You must tick at least one. Admin, Menu editor and Viewer cover all branches, so the window shows This role always applies to every branch. instead of the list.

The invitation window with the branch Muscat Branch ticked and the Create invitation button — The branch the person may work in
The Create invitation button

The invitation window with the role Menu editor and the note that it applies to every branch — The Role list set to Menu editor
The note that the role applies to every branch

Create the invitation

Click Create invitation. The window says that the invitation was sent by e-mail to the address and shows the date and time when the link expires, 7 days from now. Click Done. The e-mail comes from RothDine. Its subject starts with "You have been invited to RothDine".

The confirmation that the invitation was sent by e-mail with the expiry date, and the Done button — The confirmation and the expiry date
The Done button

Follow the invitations in the list

The new person appears in the team list with the status Invited. If they do not join within 7 days the status becomes Expired. When the person joins, the status becomes Active. The person must sign in, or create an account, with the same e-mail address. What they do is described in Invite kitchen staff.

The team list with one invitation in the Invited status and one in the Expired status — An invitation that is waiting
An invitation that has expired

Cancel an invitation you do not need

Click the three dots at the end of the row and choose Cancel invitation. Confirm with Cancel invitation in the window Cancel the invitation for …?. The link stops working at once and the row disappears. You can invite the person again later.

The row menu of a waiting invitation with the choice Cancel invitation — The three dots button of the row
The Cancel invitation choice

The confirmation window to cancel an invitation — The Cancel invitation button

Resend an expired invitation

For an expired invitation the row menu offers Resend invitation and Revoke invitation. Choose Resend invitation and confirm. The old invitation is revoked and a new one with a fresh link is e-mailed to the person for another 7 days. A waiting invitation cannot be resent. Cancel it first and invite the person again.

Ignore the line about a development link

The window Resend invitation to …? still mentions a development-only link. This does not apply. The confirmation that follows says that the invitation was sent by e-mail.

The row menu of an expired invitation with Resend invitation and Revoke invitation — The Resend invitation choice
The Revoke invitation choice

The confirmation window to resend an invitation — The Resend invitation button

The confirmation that the new invitation was sent by e-mail — The confirmation with the new expiry date

Expected result: The new member has a valid invitation with the right role and branches. Expired or unwanted invitations are resent or cancelled.

Team seats include invitations

Your plan has a number of team seats, and pending invitations use a seat like members do. Cancel invitations that you do not need to free a seat. See Plans and limits.