Inviting a staff member β€” AADOPS Guide@endsection AADOPS
Guide β€Ί Staff & Roles β€Ί Inviting a staff member

Inviting a staff member

How to add a new staff member to your COMPLIED account and send them an invitation to join.

All
Standard plan+ Updated 06 Jun 2026
Before you start
  • Standard plan or above

Before you invite

Staff invitations require a Standard plan or above. The number of staff members you can add depends on your plan: Standard supports up to 3, Power up to 10, Enterprise is unlimited.

Step 1 β€” Go to Staff

Click Settings β†’ Staff. Click + Add staff.

Step 2 β€” Enter their details

  • Full name β€” their name as it will appear in sales records, reports, and activity logs
  • Email address β€” the invitation is sent here. This becomes their login username.
  • Role β€” select from Admin, Manager, Cashier, or Viewer
  • Phone number β€” optional, for your internal reference

Step 3 β€” Send the invitation

Click Send invitation. The staff member receives an email with a link to set their own password and activate their account. The link is valid for 48 hours.

What the staff member sees

When they click the link, they are taken to a password setup screen. Once they set their password, they are logged into your account with the role you assigned. They see only the features their role permits.

If the invitation expires

Go to Settings β†’ Staff. Find the staff member β€” their status shows as Invitation pending. Click the three-dot menu next to their name and select Resend invitation.

Note: Each email address can only be linked to one AADOPS account. If a staff member already has their own AADOPS account under that email, they cannot be added to yours with the same address. They would need to use a different email.
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Understanding roles β€” Admin, Manager, Cashier, Viewer
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Assigning and changing roles
Related articles
β†’ Understanding roles β€” Admin, Manager, Cashier, Viewer β†’ Assigning and changing roles β†’ Restricting access to sensitive data β†’ Removing a staff member