Onboarding customers and staff

Creating a customer

New customers can be created during order entry.

In the Customer section, switch the toggle to New.

First name and last name are required fields. Additionally, Stringr needs at least one field to uniquely identify a customer, so you must enter at least one of the following: player ID, email address, or phone number.

If you enter the customer's email address at this step, we will send them a welcome email and invite them to create a password so that they can access their account in the future.

The customer will be saved when the order is submitted, and you can find the customer using the customer search for future orders.

Creating an admin or stringer

Only superuser accounts can access this feature.

Admins and stringers can be created from the staff management page of any event.

1. Select to Events from the main menu.

2. Click Manage next to the event which the new admin or stringer will be assigned to.

3. Go to the Staff tab

4. Click on the search field.

Tip: try searching for the user you are trying to add by entering their name in the search field. It will save you time if the person you want to add already has a Stringr account!

5. Click Add new user

6. You will be asked to enter the user's name, email, and phone number, as well as select their role (admin or stringer).

7. The new user will be assigned to the event right away. They will receive an invitation email with a link to set their password.

Invitation links are valid for 3 days. If the link has expired, a new one will be sent automatically upon opening an expired link.