Owners and admins add people.
1. Open Team and press Add person.
2. Choose how they sign in. Shared device · PIN is for the floor and the trucks: enter their Name, a Role and a 4-digit PIN, press Add person, and tell them the PIN in person. Own email · invite is for people who run things from their own account: enter their Email and a Role and press Send invitation. They get an email to join and choose their own password.
An email invitation is listed under Invited, with the day it expires, until they accept. To send a new one, press Cancel and invite them again.
The role decides what each person sees. Admin: every area, the team and the settings. Operations: orders, the warehouse, trucks and runs, with no prices. Sales: messages into orders, customers and their prices. Warehouse: pick, pack and load, with no prices. Driver: runs and stops. Finance: the money — order summaries, payments and who owes what.
Admins and Finance always sign in with their own email. A PIN is for Operations, Sales, Warehouse and Driver. An email invitation lasts 48 hours.
On the phone: Menu, Team, Add person. The phone adds people with a PIN; email invitations are sent from the web.
Still stuck? Signed in to Supligo, open Help: ask your question and get an answer in seconds, or talk to a person.