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
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 Users tab (top menu) - The "Team" page with the team management list appears (this tab is already open by default)
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 and Email, and select their role in the “Assign role” dropdown - Information is added
Press OK - User is added to invitation list
(Optional) Click "Add another user" to 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.
Did this answer your question? If not, please reach out to us in the chat window at the bottom to the right, and we'll be happy to help 🤗