Article Contents
Introduction
Adding users to your venue allows you to split up the work when performing inventory counts, and provides accountability because the system records every action taken by a user.
*Only users with ADMIN access can add or remove users.
There are 2 ways to add users to your venue:
WISK Mobile App
Note: When inviting users on the mobile app, you can invite them to the current active venue.
Tap the “More” button on the bottom menu bar
Tap "Invite team members"
Enter the email address of the team member you wish to add and select their role. Admin, Manager, and Employee are the default roles.
Each role grants certain permissions and you can learn more about them here.
Note: You can also create custom roles. Learn more:
Tap "Add team member"
Tap "Add another" to invite more team members if needed
When finished, Tap "Send Invites"
The invited team members will receive an invitation email with a link to create their WISK user account.
Note: For the best results, we recommend the user opens the link to accept the invitation using Chrome as the browser
You’ll receive a notification email when a team member creates their account
Note: If an invited user hasn’t received the email, have them check their Spam folder. If it is a Gmail account, the invite may be sorted under “Promotions” or “Social”.
WISK Web Portal
On the WISK Web Portal, hover over your username on the bottom left to see more options
Click "Team" (Note: You'll only see this option if you're an Admin for the venue)
Hover your cursor over the venue name in the table. Click the "Add user" button that appears
Note: If you have Admin access to multiple accounts/venues, you'll see each one on this page
Enter the email addresses of the team members you wish to invite. Select their role from the dropdown menu.
Admin, Manager, and Employee are the default roles. You can also create custom ones (Learn about custom roles here).
Each role grants certain permissions and you can learn more about them here.
Note: You can click the "+" button to invite more users.
Click "Invite" when you have added your team members
The invited team members will receive an invitation email with a link to create their WISK user account. They must click the link in the email to create the account.
Note: For the best results, we recommend the user opens the link to accept the invitation using Chrome as the browser
You’ll receive a notification email when a team member creates their account
Note: If an invited user hasn’t received the email, have them check their Spam folder. If it's a Gmail account, the invite may be sorted under “Promotions” or “Social”.
Inviting a User to Multiple Venues
If you have multiple WISK accounts (either for different venues, or Food and Beverage accounts for a venue), you'll see each account/venue on the Team page.
If you need to invite a user to more than one account, you can invite them here (so long as you have Admin access). This way you don't have to switch to each account to invite the user.
Troubleshooting Issues
User Didn't Receive Invite Email
If a user didn't receive the invitation to join the venue:
Have them check their Spam folder. If it's a Gmail account, the invite may be sorted under “Promotions” or “Social”
Verify the email address of the user. It may have been entered wrong / had a typo. Try sending the invitation again.
If neither of those options work, please contact [email protected] or reach out in the chat.
Safari Browser on Mobile
If you're using an iOS device, and open the link in the invite email using Safari, you may encounter a stuck loading screen after creating your user account.
Despite this, your account has been created. To get past it, just close and re-open the browser. With your account created, you can now log into the WISK iOS app.
Note: At this time, Chrome is the only supported browser for using the WISK Web Portal.