Invite a team member
Invite a person with the narrowest appropriate role and location access.
Prerequisites
- An individual authorized Pinsot account for the correct salon and location.
- The salon information, source record, or client instruction needed to complete the workflow accurately.
- Permission from the salon to make the described change or record the described action.
How to do it
- 1
Open Team and choose Invite member.
- 2
Enter the person's work email or approved contact identifier.
- 3
Choose their role and only the locations they need.
- 4
Review the summary before sending the invitation.
- 5
Confirm the member appears as pending until they accept.
The invite a team member workflow is recorded in the correct workspace and its visible result matches the salon's source information.
- Review access whenever a person's responsibilities change.
- Do not use shared staff accounts or assign owner access for convenience.
Troubleshooting
- If a control is missing, confirm the active salon, location, role, and feature status before retrying.
- Refresh or sign in again once, then stop repeating the action if the result is still unknown.
- Record the approximate time, safe error text, and affected workflow for support@pinsot.com; never include passwords, access codes, or full payment details.
If the steps do not resolve the issue, email support@pinsot.com from an address associated with your account. Include the salon and location names, approximate time, affected record, expected result, actual result, and safe error text. Remove passwords, verification codes, payment credentials, government identifiers, and unrelated client data.