Add a person#
For: Owner | Manager | Admin You’ll need: At least one location set up.
You’ll create a profile for a new team member. The same form covers two cases: adding someone whose login you’ll set up later, and adding someone you want to invite via email right now.
Open the people form#
Go to Company → People in the left sidebar.
Click ‚Add new person‘ in the top-right.
Fill in the basics#
Enter the ‚Email‘ address. This is also their login.
Enter the ‚First name‘ and ‚Last name‘.
(Optional) Enter the address fields.
Set their work details#
Open the ‚Locations‘ dropdown and pick at least one.
(Optional) Choose an ‚Employment type‘, hire date, hourly rate, work-rule override, or notes.
(Optional) Tick ‚Waived breaks‘ if applicable.
Send an invitation (optional)#
If you want the person to sign in to Shiftavo right away, tick ‚Send invitation‘ before saving. An invitation email goes out the moment you save, with a one-time link to How to set your password after an invitation.
If you leave the box unticked, the person record is still created — useful when you’re loading the roster ahead of time and don’t want to fire emails yet. You can invite them later from their profile.
Tipp
Adding several people at once? Save each one in turn; every save with ‚Send invitation‘ ticked sends its own email.
Save#
Click ‚Save‘.
Verify it worked#
The new person appears at Company → People. Their status is:
‚Pending‘ — invitation sent, password not yet set.
‚Active‘ — invitation accepted (password set), or you created the record without an invitation.
A pending invitation flips to ‚Active‘ the first time they sign in. If the email doesn’t arrive, see Re-send an invitation.