Central or head office staff, area managers, auditors and operations directors should all be added as company staff members on Hopsy.

Anyone added as a company staff member will have access to all venues in your fully managed estate and all of the content in your 'visits' and 'meetings' functionality.

Company Users vs. Venue Users.... Confused about the two Hopsy user types?

To add a company staff member log into Hopsy and head to your company home page by clicking your company name in the bottom left. (You must have admin access to be able to do this.)

Click the 'Company Staff' tab and select 'Invite Staff':

Select to add a new company user.

For new venue staff instructions click here

Enter the individual's credentials and assign a role:

Venues can be assigned to company staff listed with the BDM role to allow different groups or geographic regions of venues to be overseen specifically by 1 person.

All other company roles have the same functionality.

Please note roles can be changed at any time.

Select an 'Admin' preference:

Company users with admin permissions can access all company settings including:

Send the invite.

Upon submission, an email invite will be sent to the manager. Email invites are valid for 7 days. If the email invite expires, the invite will need to be resent. This can be done with the 'Resend' button.

If there has been an error with the email address, the invite can be removed.

The employee will receive an email with a link to sent up their Hopsy account and password. They will then have immediate access to Hopsy and your company.