How to Manually Add Team Members Without a Smartphone
Most team members join ShiftFlow by tapping an invite link, scanning a QR code, or entering a 6-character code. Each of those needs a smartphone and an email, Apple, or Google account to sign in. Manual add is for the people who can’t do that: someone without a smartphone, without an email account, or who simply isn’t comfortable installing an app. You create their profile yourself and track their hours for them.
When to use manual add
Inviting a team member so they use the app on their own phone is always the better option. Reach for manual add only when that won’t work:
- The team member has no smartphone, or no email / Apple / Google account to sign in with.
- They aren’t comfortable installing and setting up an app.
Two things to know before you start:
- You manage their hours. As the Owner or Manager, you enter and update this team member’s clock-ins and hours on their behalf. They won’t have their own app or login.
- You can merge later. If they get set up with their own email down the road, contact us and we’ll merge their manual profile into the new account so no history is lost.
If the team member can use the app, follow How to Invite Team Members instead.
Step 1: Open the More tab
Open the ShiftFlow app and tap More in the bottom navigation bar.
Step 2: Open Invite
On the More screen, tap Invite More Members… under Team Management.
Step 3: Tap “Manually add a team member”
At the bottom of the Invite Team Members screen, tap Manually add a team member.
Invite Team Members
Step 4: Continue with manual add
ShiftFlow first reminds you what manual add involves: you’ll be tracking this person’s hours yourself. If they could use the app after all, tap Send an invite instead. Otherwise, tap Continue with manual add.
Before you add manually
Manual add is for team members you’ll track on their behalf, like someone without a smartphone.
- You’ll enter and update their hours for them.
- If they sign up with their own email later, just let us know and we’ll merge the two.
Step 5: Enter their name
Type the team member’s full name and tap Add.
Before you add manually
Manual add is for team members you’ll track on their behalf, like someone without a smartphone.
- You’ll enter and update their hours for them.
- If they sign up with their own email later, just let us know and we’ll merge the two.
Add team member
Their profile is created right away and they appear in your team list. From now on you clock them in and manage their hours from your own device.
Notes
- Manually added team members receive no notifications and can’t log in. Everything is managed by you.
- Want to move them to a self-managed account later? Have them sign up with their own email, then contact us to merge the records.