Partners get their access through an invitation from head office. The invitation sets the role and location. Symiko sends the invitation email itself; you can also copy the link and pass it on, for example through a messaging app.
To add many locations and partners at once, use "Build your network" on a computer: paste or upload a list from Excel, check it, then tap "Create and invite". Anyone who runs several locations appears with the same email in several rows and gets one invitation for all of them.
Create an invitation
Open "Menu" → "Locations" → "Invite people". It is quicker via "New" → "Invite someone".
In the "Invite a partner" section, enter the "Name" and "Email".
Choose the "Role": partner, partner with several locations, shift lead or team member.
Choose the "Location" or "— none yet —".
Tap "Create invitation".
Symiko sends the invitation email. Under "Pending invitations" you can also copy the link.
Tip: Partners usually invite their own team and also enter the details for the personnel file and pay. See Invite your team.
Tip: You can write the first paragraph of the invitation email yourself for each role and add a welcome text – see Welcome text and invitation texts.
Manage pending invitations
- An invitation is valid for 14 days. Anyone who does not respond gets an automatic reminder after 3 and after 10 days.
- "Send again" sends the email once more, "Extend" gives 14 days from today. Expired invitations are listed under "Expired" – "Send new" extends and sends them in one step.
- The bin icon ("Withdraw invitation") makes a link invalid.
- Invitations that partners created for their team are marked "invited by the partner" – without a link. You can only withdraw them.
- If there is already an account or a pending invitation for the address, Symiko tells you when you create it.
What the invited person does
The person opens the link, checks their name, sets a password and taps "Get started". The guide for this: Accept an invitation and create your account.