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Adding Users to Your Venue

How to add additional users to your WISK account

Nick Neale avatar
Written by Nick Neale
Updated over a year ago

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.

Note: 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 invite them to the current active venue.

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

  2. Tap "Invite team members"

    The "Invite team members" button is highlighted for emphasis.

  3. Enter the email address of the team member you wish to add and select their role. The default roles are:

    • Admin

    • Admin (No Item Edit)

    • Manager

    • Manager (No Item Edit)

    • Employee

    The "Add Team Member" screen where you enter the user's email address and select a role.

    Note: Each role grants certain permissions, and you can also create custom roles. To learn more, see:

  4. Tap "Add team member"

    The email address has been entered and the role selected. The "Add team member" button is highlighted.

  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 "Add another" button. The "Send Invites" button is highlighted.

  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

Adding Users to a Venue

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

    An arrow points to the "Team" option.

    Note: You'll only see this option if you're an Admin of the venue

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

    An arrow points to the "Add user" button.

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

  3. Enter the email addresses of the team members you want to invite. Select their role from the dropdown menu.

    The default roles are:

    • Admin

    • Admin (No Item Edit)

    • Manager

    • Manager (No Item Edit)

    • Employee

    Each role grants certain permissions, and you can also create custom roles. To learn more, see:

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

    Note: You can click the "+" button to invite more users

  4. Click "Invite" when you've added your team members

    The email address and role have been selected. An arrow points to the "Invite" button.

  5. The invited team members receive an invite 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

  6. 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”.

Adding 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 "Team" page that shows all venues you have Admin access to.

To invite/add a user to multiple venues at the same time, click the "Venues" tab.

The "Venues" tab is highlighted

This shows you all venues you have Admin access. You can filter the results by using the search bar. Click the checkboxes beside each venue, then enter the email address of the user, select the role, and click the checkmark to send.

Multiple venues have been selected, and an email has been entered. An arrow points to the send button

Note: This is a good way to invite a new user to the same venues as an existing user. For example, you could type [email protected] into the search and it would show you all venues that user is on.

Adding Existing Users to a Another Venue

To add users that already have WISK accounts to another venue, you can add them via the steps outlined in "Adding Users to a Venue"

Another method is to click the "Users" tab.

The "Users" tab is highlighted

This shows users that appear in venues where you have Admin access.

Click the checkboxes beside each user, select the venue and role, then click the check mark to add them.

Multiple users have been selected to be invited to a venue, all with the Admin role. An arrow points to the send button

Note: If you're inviting users that need to have different roles, send a separate invite for each role.

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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