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How do I add a user to Shifty?

Invite a new user to Shifty and assign their role and department.

Overview

Users are added to Shifty from the Web App. Adding a user creates their account and allows them to sign in to the Shifty app using their email address.

Only users with an Admin role can add new users.

How to add a user

  1. Go to platform.shiftyinc.com and sign in to the Shifty Web App.
  2. Select Users from the left navigation.
  3. Select Invite User.
  4. Enter the required user information:
    • Email
    • Role
    • Status
    • Department
  5. Select Invite.

The user will receive an email letting them know they have been added to Shifty, with instructions for downloading the app and signing in.

Things to Know

  • You must have an Admin role to add users.
  • The invitation email is a notification and is not required for the user to access Shifty.
  • Once a user has been added, they can sign in to the Shifty app using the email address associated with their account.
  • If the user will access Shifty through Kiosk Mode, open the user's profile after adding them and generate a PIN for that user.

Example

A new employee is starting at a location. An Admin adds the employee from the Users section of the Web App, assigns their role and department, and selects Invite.

The employee can then download the Shifty app and sign in using the email address that was added to their account.

Troubleshooting

The user did not receive their invitation email

The invitation email is not required to sign in. If the user's account has already been added to Shifty, they can download the Shifty app and sign in using the email address associated with their account.