How do I invite my staff to access Shift Notes?

    This article walks you through the process of inviting staff to join Backbar, giving them access to Shift Notes and other training tools. Note that the Shift Notes feature is available only on the mobile version of the app.

     

    1. Ensure your staff members have an account in Backbar for your organization.

     

    2. Click the user icon in the top-right corner of Backbar, and select Manage Users from the drop-down menu.

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    3. On the Manage Users page, click Invite New User.

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    4. Enter the email address to which you'd like to send the invitation, then assign the role User. Users with this role can view Shift Notes but won't have access to other features, such as inventory or purchasing.

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    5. The new user will receive an email from Backbar inviting them to join your organization.

     

    6. They can then follow the instructions to create an account in Backbar and will be added to your organization where they can view Shift Notes from the mobile app.

     

    For more information about Shift Notes, refer to the article What is the purpose of Shift Notes?.

     

     

    Still have questions or want to report an issue?

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