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:

  1. WISK Mobile App

  2. WISK Web Portal

WISK Mobile App

Note: When inviting users on the mobile app, you can invite them to the current active venue.

  1. Tap the “More” button on the bottom menu bar

  2. Tap "Invite team members"

    The
  3. 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.

    The

    Note: You can also create custom roles. Learn more:

  4. Tap "Add team member"

    The email address has been entered and the role selected. The

  5. Tap "Add another" to invite more team members if needed

  6. When finished, Tap "Send Invites"

    It shows a list of all users that will be invited to the venue. There is an

  7. The invited team members will receive an invitation email with a link to create their WISK user account.

    An example of the invite email that is sent to the invited users.

    Note: For the best results, we recommend the user opens the link to accept the invitation using Chrome as the browser

  8. 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

  1. On the WISK Web Portal, hover over your username on the bottom left to see more options

  2. Click "Team" (Note: You'll only see this option if you're an Admin for the venue)

    An arrow points to the

  3. Hover your cursor over the venue name in the table. Click the "Add user" button that appears

    An arrow points to the

    Note: If you have Admin access to multiple accounts/venues, you'll see each one on this page

  4. 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.

    An email address has been entered and the role drop down has been clicked.

  5. Click "Invite" when you have added your team members

    The email address and role have been selected. An arrow points to the
  6. 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.

    An example of the invite email that is sent to the invited users.

    Note: For the best results, we recommend the user opens the link to accept the invitation using Chrome as the browser

  7. 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.

The

Troubleshooting Issues

User Didn't Receive Invite Email

If a user didn't receive the invitation to join the venue:

  1. Have them check their Spam folder. If it's a Gmail account, the invite may be sorted under “Promotions” or “Social”

  2. 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.

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