To start using Bank Manager, you first need to add your internal staff to the platform. There are two simple ways to do this: adding them one-by-one yourself, or sharing a general invite link for them to sign themselves up. This guide covers both methods.
Method 1: Adding Staff Manually
Use this method when you are adding one or a few specific staff members and you have their details on hand.
From the main menu, hover over the ‘Staff’ tab and select ‘Your Staff’ from the dropdown.
On the 'Your Staff' page, click the ‘+ Add Staff’ button.
A new page will open. Fill out the Personal Details for the staff member (name, contact info) and then click ‘Save and next’.
Next, fill out the staff member's Employment Details, including their job role, contract type, and the specific locations or units they are cleared to cover.
Once complete, click ‘Send Invite’.
What Happens Next? The staff member will receive a direct invitation via SMS or email with a link to confirm their account. Because you entered their details, no further approval is needed from you.
Method 2: Inviting Staff with a Shareable Link
Use this method when you want to invite a whole team or group of staff at once.
Navigate to the ‘Your Staff’ page from the main menu.
Find the unique ‘Invite Link’ displayed on this page and click the option to copy it.
Share this link directly with your staff members. You can send it in a group message, include it in an email newsletter, or even post it in a staff room.
You can also add staff members manually.
What Happens Next? (Approval Required)
Staff members will click the link and be prompted to fill in their own personal and employment details.
Once they submit their information, they will be added to a pending list for you to review.
You will see a yellow banner at the top of the ‘Your Staff’ page notifying you that you have staff members awaiting approval.
You must review and approve each staff member before they can begin receiving shift notifications.