Sending invites to your team is a major part of recognizing and rewarding your team for their training. Plus we've made it easy to onboard them!
- After being granted Dashboard access, log into the Spiffy Dashboard using the same credentials you use to sign in to the app.
- Toggle to the Team Members section of the Dashboard menu found on the left-hand side of the screen.
- Invite your team members by either Individual invite or Bulk invite
- Individual Team Member Invite
- Selecting the blue 'Invite a Team' button at the top of the page
- Fill in the appropriate details - first name, last name, email address, the location they work at and their role - then click 'Invite Team Member.
OR
- Bulk Team Member Invite (recommended for 5+ team members)
- Selecting the grey 'Invite via CSV' button at the top of the page
- Select the locations you are inviting team members to
- Download Template
- Upload the Template to Excel/Sheets/Numbers and input the required information for each team member.
- Export the file as a CSV document and upload it to the Dashboard.
- Individual Team Member Invite
These employees will then receive invites to the emails that you used in the invite. You can view employees who have yet to accept their invites in the 'Outstanding Invites' section (and resend them from here as well)
Spiffy Essentials have a cap of 10 team members. Have a larger team? Reach out to info@withspiffy.com to learn more about Spiffy PRO+.