Adding a New Employee: Staff Portal Access + Teams Rewards Account

This article covers how to add a new employee as a staff user in your Rewards platform so they can award points, and how to create their own personal rewards account so they can start earning on your Employee platform. 

Creating the Employee's Staff Portal Account (to award points)

This is the account they'll use to log into the Hub and manage patients/clients/members.

Steps:

1. Go to Account → Users.
2. Click Add New User.
3. Fill out their name, work email address, and job title.
4. Select the appropriate user role (Rewards, Rewards + Marketing, Admin, Owner, or Financial — Rewards is typical for someone just awarding points).
5. Click Invite User.

The employee will get an email invite to set up their login. Invites expire after 7 days but can be resent from the Users page (Users → select user → Actions → Resend Invite).

Note: If they need access to more than one Hub location, they must be added separately in each location's account using the same email.

Creating the Employee's Teams Member Account (to earn rewards)

This is a separate platform and a separate profile from the Staff Portal account. It's where the employee earns their own points/recognition.

Steps:

1. In your Employee Hub, click Add Member.
2. Send them a registration invite (Send Invite) so they can register their own Teams account and start earning.

⚠️ Until they register, they can't receive communications or earn participation rewards on Teams.

Which Email to Use

We recommend using a work email for the staff user account and a personal email for their own rewards account. The same email, however, can be used for both if needed. 

How to Log Into Each System