How to Invite Staff Members

How to Invite Staff Members (Step-by-Step Guide)

This guide walks you through inviting new team members to your WaanKit workspace, granting them appropriate permissions to manage store branches, Smart Links, QR codes, and analytics.

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Prerequisites

1. Recipient Email: The email address of the team member you wish to invite.
2. First & Last Name: Full name of the invitee.
3. Assigned Role: Choose between Manager or Data Analyst.
4. Subscription Quota: Ensure your current plan has remaining member seats.

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Step-by-Step Invitation Process

Step 1: Navigate to Staff Management

1. Log in to the WaanKit Console.
2. Select your brand workspace.
3. In the sidebar menu, navigate to "Settings" > "Staff List".

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Step 2: Open the Invitation Drawer

Click the blue "+ Invite Staff" button in the top-right corner. A 640px side drawer will slide open from the right.

[!NOTE] The "+ Invite Staff" button is exclusively visible to users with the Owner role (UseRights allowed={[0]}).

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Step 3: Fill in Invitee Information & Assign Role

Complete the required fields:

1. First Name: (Required) Enter the invitee's first name (up to 255 characters).
2. Last Name: Enter the invitee's surname (optional).
3. Email: (Required) Enter a valid email address. Format validation is performed automatically.
4. Admin Rights: (Required) Select the role from the dropdown:
   • Manager: Can manage branches, links, QR codes, and landing pages.
   • Data Analyst: Read-only access to analytics and reports.

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Step 4: Validate Quota & Confirm Invitation

1. Review the entered information and click "Save".
2. A Popconfirm prompt will ask "Confirm Save Data". Click "OK".

   

3. The system verifies package seat availability (checkQuotaPackage) and sends an automated invitation email. A green success message "Saved Successfully" will appear.

   

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Step 5: Check Pending Status in Invitations Tab

After sending, the invitation appears in the "Invitations" tab with a gray "Waiting for a response" status tag.

• When Accepted: The user is automatically moved to the "Admin Staff" tab with a green "Joined" tag.
• Resend Email: If the recipient didn't receive the email, click "Resend Invitation".

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Troubleshooting & Tips

[!WARNING] Quota Limit Reached: If your team limit is full, the system displays a warning message ("Unable to invite staff"). Visit Packages & Quotas to upgrade your plan tier.

[!TIP] New Users: If the invitee does not have an existing WaanKit account, the email invitation provides a direct link to set up their password and join instantly.