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Adding New Staff Members

Amelia avatar
Written by Amelia
Updated over a week ago

If you’re expanding your team, this guide walks you through how to add a staff profile and invite a staff member to create their own login using either the web version or the mobile app.

Add a Staff Member

🖥️ Web Version

  1. Go to Settings > Staff > Staff Members

  2. Click Add New Staff

  3. Fill in the required fields:

  4. Click Save to create the staff profile

📱 Mobile App

  1. Navigate to Settings > Staff > Staff Members

  2. Tap the orange “+” button

  3. Enter the required information:

    • Name

    • Role

    • Hire Date

  4. Tap Add


Invite a Staff Member to Create a Login

Adding a staff profile does not automatically create login access. To allow staff to log into MoeGo, you’ll need to send them an invitation.

🖥️ Web Version

  1. While adding or editing the staff profile:

    • Enter the staff member’s email address

    • Check Send invitation link

  2. Click Save

📩 An invitation email will be sent automatically.

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📱 Mobile App

  1. Go to Settings > Staff > Staff Members

  2. Tap the staff member’s name

  3. Select Control > Login Account

  4. Enter the staff email and tap Invite


Accepting an Invitation (For Staff)

When you receive an invitation email from your employer, follow the steps below to access the business.

Step 1: Open the Invitation Email

Click Accept Invitation

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If You Do Not Have a MoeGo Account

  1. Click Accept

  2. You’ll be redirected to a sign-up page titled
    “Connect to [Business Name] Team”

  3. Create your account using:

    • First & Last Name

    • Email address (must match the invited email)

    • Password

If You Already Have a MoeGo Account

(e.g. you work for another business using MoeGo)

  1. Click Log In below the Sign-Up button

  2. Enter your existing email and password

  3. Your new business will be added to your account

Switching Between Multiple Businesses

If you work for more than one business on MoeGo, you can switch accounts without logging out.

  • Web:
    Click your profile icon → select the business name

  • Mobile App:
    Go to Settings > Account > Switch Account


FAQs

My staff member didn’t receive the invitation email. What should I do?

  • Ask them to check their spam or junk folder

  • If it’s still missing, you can resend the invitation

Can I resend the invitation?

  • Yes.Web: Settings > Staff > Staff Members > three dots next to the staff name > Resend Invitation

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Can I copy and share the invitation link manually?

  • Yes. Mobile App: Settings > Staff > Staff Members > staff name > Control > Login Account > Copy Invitation Link

My staff member works for multiple MoeGo businesses. Can they use the same login?

  • Yes. A single login can be used for multiple businesses, allowing easy account switching without signing in and out.

Will another business be able to see my data if we share a staff member?

  • No. Each business’s data is completely separate. Staff must switch accounts to view schedules, clients, or reports for a specific business.

Can staff reset their password?

  • Yes. On the login page, click Reset Password. A reset email will be sent to the account email address.

Can I remove login access without deleting the staff profile?

  • Yes. Simply remove the staff member’s email address from their profile to revoke login access while keeping their staff record. You can click on three dots next to the staff name > Unlink Email

How do I delete a staff member?

  • You can delete the staff profile directly.

    • Staff access is removed immediately

    • The staff member will no longer appear on the calendar

    • Historical data remains available in reports

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