The thing most people get backwards: alerting does not wait for an invitation. Someone you added or imported receives alerts immediately, with no account and nothing to accept. An invitation only lets them sign in and look at the dashboard.
That distinction matters on a large rollout. A shift manager who needs the text message about their own kitchen may never need to sign in at all. The people who genuinely need an account are the ones who want to see across stores — district managers, regional VPs, the safety team.
- Import or add your people first, with their roles and territories. The add-member form has an "Invite to sign in now" checkbox for people who should get dashboard access from day one — and after adding, you stay on the People page ready to add the next person.
- On the People page, the sign-in access band shows how many are signed in, invited-but-not-yet-in, and not invited.
- Send. Each person gets a link that puts them straight into your organization with the role you assigned — their territory and notification settings are already attached, so there is nothing for them to set up.
- Someone whose email already has an account isn't sent an invitation (the sign-in system refuses duplicates) — their account is attached to your organization directly, and they get an email saying they now have dashboard access and to sign in with that same address.
- Sending is safe to repeat. The main button skips anyone already invited, and an address with an invitation still pending is left alone rather than mailed twice.
- One bad address doesn't stop the rest — rejected addresses are reported individually so you can fix a typo and re-send just those.
- Someone with no email address can't be invited, and is counted separately. They still receive SMS alerts if a mobile is on file.
Invitations must come from inside the product — don't just tell people to go and sign up. An account created outside your organization has no access to your stores, and the person lands in an empty dashboard. Besides the bulk Invitations page, each member's own page has an Access & sign-in card: their invite status, last sign-in, and a per-person invite or re-send button.
In the dashboard: People — Everyone who can receive alerts or sign in: their role, the stores they cover, and how they're contacted.