10. Inviting Staff Members
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To enable your staff members to utilize your business wallet on the SafeBoda app, it is necessary to invite them to the SafeBoda for Business system. Once invited, they will be able to access your business wallet within the app and make payments using the allocated wallet balance. Follow these steps to invite staff members:

  1. Locate the "People" tab on your dashboard.
  2. At the top of the staff list, you will find an "Invite Staff" button. Click on it to initiate the staff invitation process.
  3. An "Invite Staff" popup will appear. From there, you have two options:
  4. Upload a CSV File: If you have a list of staff members to invite, you can upload a CSV file containing their details. You can refer to the provided example CSV file as a guide to format your own CSV file. This method allows you to invite multiple staff members at once.
  5. b. Invite Single Staff Member: Alternatively, you can invite a single staff member by entering their phone number manually.
  6. Once you have selected your preferred method, click "Send Invites" to send out the invitations.
  7. It is important to note that staff members must have the SafeBoda app installed on their devices and have existing accounts within the app to utilize your wallet. If a staff member doesn't have the app or an account, they will be prompted to download the app and create an account before being able to use the wallet.
  8. After sending the invites, you will receive a success message. From there, you can choose to invite more staff members or return to the people list.
  9. Once a staff member is successfully invited, their name will appear in the staff list within the "People" tab.

By following these steps, you can efficiently invite staff members to access and utilize your business wallet on the SafeBoda app. For further guidance or support reach out to our support team.

You can also read about Staff experience on the SafeBoda app

09. Transactions Management in SafeBoda for Business
11. Staff details