Skip to main content

Setting Up Section Invite Codes

Written by StaffAny

Contents of this article are applicable to the following users

Tier: All paid tiers

Platform: Web

Section Invite Codes let your staff join a specific section in your organisation by entering a unique code in the StaffAny mobile app. Each section has its own code, so staff are added directly to the right location or outlet without manual assignment by an admin.

This guide will cover how to:


Enable or Disable Invite Code for a Section

Only users with Owner access can enable or disable Invite Codes. The toggle is found inside each section's settings.

  1. Go to Settings > Organisation > Sections.

  2. Click on the section you want to configure.

  3. Select the Invite Code tab.

  4. Toggle Section Invite Code on or off.

    • On — An invite code is generated for this section. Staff can use it to request to join.

    • Off — The invite code is deactivated. Existing code will no longer work for new requests.

  5. Click Save.

Once enabled, the invite code appears below the toggle alongside the section name. You can copy it directly from this tab.


Generate and Share an Invite Code

Once you have enabled the invite code for a section, you can copy and share it from two places: the Invite Code tab inside Section Settings, or the Invite Staff with Code modal in your Roster.

From Section Settings

  1. Go to Settings > Sections and click on the section.

  2. Open the Invite Code tab.

  3. Click Copy Code next to the displayed invite code.

  4. Paste the code into a message and share it directly with your staff via WhatsApp, email, or any messaging channel.

From My Team: Invite Staff with Code

This option is available to users assigned to at least one section with an active invite code. You can share the invite code directly from StaffAny,

  1. Go to My Team.

  2. Click More Actions.

  3. Select Invite Staff with Code.

  4. In the modal, select the section you want to invite staff to from the section dropdown. Only sections with invite codes enabled will appear in the list.

  5. The unique invite code for the selected section is displayed. Click Copy Code to copy the full invite message, which includes:

    • Your organisation name

    • The invite code

    • A link to download the StaffAny app

  6. Share the code using the icons provided:

    • WhatsApp — Opens WhatsApp with the invite message pre-filled

    • Telegram — Opens Telegram with the invite message pre-filled

    • Email — Opens your default email client with subject and body pre-filled

After the staff member submits their request using the code, you will receive a notification to review and approve the request.


Use an Invite Code (Staff)

Staff use the invite code in the StaffAny mobile app to request to join a section. They must have the app installed before using the code.

  1. Download and open the StaffAny mobile app.

  2. On the registration or join screen, enter the invite code shared by the admin.

  3. Submit the request. The admin will receive a notification to approve or reject it.

Once approved, the staff member is added to the organisation and assigned to the relevant section.


Manage Invite Codes Across All Sections

Owners can enable or disable invite codes for multiple sections at once from the Sections list view, without opening each section individually.

  1. Go to Settings > Organisation > Sections.

  2. Click Manage Invite Code in the top-right area of the sections list.

  3. A modal appears listing all sections you own. Each section has a checkbox.

    • Check the box to enable invite code for that section.

    • Uncheck the box to disable invite code for that section.

    • Use the Select All checkbox in the header to enable or disable all sections at once.

  4. Click Save to apply your changes.

Note: The Manage Invite Code button is only active for users with Owner access. If you have Manager access, the button will be greyed out.


FAQ

Q: Can a Manager enable or share invite codes?

A: Managers can share an invite code from Roster > More Actions > Invite Staff with Code for any section they are assigned to that has an active invite code. However, only Owners can enable or disable invite codes from Settings.

Q: What happens if I turn off an invite code?

A: The code is deactivated immediately. Any new join requests using that code will not go through. Previously approved staff members are not affected.

Q: Why is the Invite Staff with Code option greyed out in Roster?

A: This means none of the sections you are assigned to currently have an invite code enabled. Ask your Owner to enable the invite code for at least one section under Settings > Sections.

Q: Can the same invite code be used by multiple staff members?

A: Yes. The invite code can be shared with multiple staff members. Each staff member submits their own join request, which the admin approves individually.

Did this answer your question?