To invite an employee (or remind them again) to login to DigiQuatics, simply navigate to their profile by clicking their name on the Employees page, then scroll to the Admin box.
(If you have not yet added employees, visit this article for details; if you cannot find an employee, remember to check inactive and archived using the Employee page filter, and also note that you can only see employees at the account locations to which you have access).
Look for the "resend invite" option in the Admin box on their profile:
This will reset their password and send a fresh login (temporary password) to their email address and phone (assuming both email and phone number are valid/theirs! Never hurts to double check). 😉
Using the "Resend Invites" Feature to Invite ALL Staff to Login
You can easily resend invites to employees that have either
never logged in, or
for those whom you (as an Admin) have chosen not sent a welcome email or text when first adding them as a new employee.
TIP: This second option is a GREAT strategy if you're just starting out with DigiQuatics and want to build shifts and configure more of your account's modules/features before "going live" with your staff. This approach gives you time to set everything up (Chemicals, Chats, Shifts, and more)... then at an In-Service for example, you can invite all staff at the same time for a live and interactive walk-through!).
Remember, using the "resend invites" feature will reset passwords only for those who have not yet logged in. This option is found on the Employee Management page here:
New to DigiQuatics? Consider this if You're in a Free Trial
Whether using the employee importer (see below) or adding staff one at a time, consider not inviting them until (for example) an orientation or in-service. You can simply invite all of them at once after first getting acquainted with DigiQuatics and, for instance, setting up shifts. (This gives you real employees to work with and configure and use for the Scheduling module).
Customize Your Welcome Email Content!
Remember to head to your General Settings tab to customize the welcome email your staff receive when you invite them! Reach out to us if you have any questions about this.
Using the Employee Importer
Start by exporting a list of your employees into an Excel spreadsheet by going to your Employees page at clicking Options -> Export. This will email you the excel sheet of your employees. Once you have that open, there are two rows "Send Welcome Email" and "Send Welcome Text". Change this to a 'Y' for any employees for which you need to send new invitations by either or both methods. Save the spreadsheet and go back to your Employees page and click Add -> Import Employees. This will import and update the newly edited information and will send the selected employees invitations.
Using this feature can be a helpful seasonal tool (or anytime you are adding employees) because it's typically helpful from a management standpoint to invite new employees - or groups of new employees - to DigiQuatics all at the same time annually or in specific batches.
Sending invites individually to introduce DigiQuatics to new or returning staff during a meeting (in order to address questions while together, or while showing a tutorial from our tutorial library) can help answer questions all at once and avoid answering the same question from multiple staff over and over!
TIP: Don't miss our staff training tips outlined here - simply copy and paste into the Messaging module to share.