Adding employees (team members) to your Understory account allows you to share access to manage experiences, bookings, and sales. You can give each employee the right permissions and roles based on what access you want them to have. This guide walks you through inviting new users to your company account.
How to Add Employees to Understory
Requirements: You must have Admin permissions and "Roles and access control: Edit" enabled.
Click Home in the navigation bar - Main dashboard loads
Click the arrow beside your name and company name (bottom left) - Company dropdown opens
Select Company settings - Settings page opens
Navigate to the Team tab (top menu) - Team management list appears
Press "Invite new user" - Invite new user pop-up opens
Click “Add user” in the pop-up - User details form appears
Enter the employee’s Name, Email, and select their Role - Information is added
Press OK - User is added to invitation list
(Optional) Add more users if needed
Click "Send invitations" - Invitation emails are sent to new employees
How the Team Feature Works
The Team feature lets you bring in employees so you can run your business together. Admins can invite team members, assign roles with custom permissions, and track who has access. Adding employees ensures everyone can access the tools they need, whether to check in guests, manage bookings, or review sales. You can easily update, remove, or change roles for any user later in the same Team settings.
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