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iPad app

Manage staff

Invite people to work at your location, update their details, and archive staff who leave.

iPad app · Managers Download PDF

Staff are the Managers and Associates who use the iPad app at a location. Associates log and deliver packages. Managers can also manage staff and email monthly reports. Only Managers see Staff management in the iPad app. Owners and Admins can also invite staff from the customer dashboard.

Before you begin

Add a staff member

  1. Go to Settings > Staff management.
  2. Tap Add Staff.
  3. Under Staff role, tap Associate or Manager.
  4. Under Staff information, tap Name, enter the person's full name, and tap Done.
  5. Tap Email, enter their email address, and tap Done.
  6. Tap Save.

The app shows Staff invite sent and the person appears on the Active tab. Supreme Point emails them an 8-character invite code that expires in 7 days. They use it to create their own password in the iPad app. See Get started on the iPad.

If the email already belongs to a staff member at another of your organization's locations, with the same role, they get access to this location instead. They can choose it next time they sign in.

View a staff member

  1. Go to Settings > Staff management.
  2. Tap Active or Archived, then tap the person.

The screen shows their role, how many packages they've handled and lost, and a list of their packages with each package's status.

Edit a staff member

  1. Go to Settings > Staff management and tap the person.
  2. Tap the edit icon in the top-right corner.
  3. On the Edit Staff screen, tap Name or Email, make your change, and tap Done.
  4. Tap Save.

You can't change a staff member's role here. Changing their email signs them out of the iPad app.

Archive or restore a staff member

Archiving stops someone from signing in without deleting their package history.

  1. Go to Settings > Staff management and tap the person. To restore someone, tap Archived first.
  2. Tap the edit icon in the top-right corner.
  3. Under Danger Zone, tap Archive Staff or Restore Staff.
  4. In the confirmation dialog, tap Archive or Restore.

An archived staff member is signed out right away and moves to the Archived tab. A restored staff member moves back to Active and can sign in again.

Important: Archiving applies to the person's whole account, so they can't sign in at any location.

Troubleshooting

  • Save is grayed out on Add Staff: enter both a name and an email.
  • That email already belongs to a user with a different role: the person already has an account with the other role. Ask an Owner or Admin to help.
  • This staff member already has access to this location: they're already on your staff list.
  • That user account is not active: the person is archived. Restore them instead.
  • Organization owners and admins already have access to every location and cannot be added as location staff: no invite is needed. They can sign in already.

See also