This guide walks you through adding someone from the Employees page in the Greenius admin web app. The form opens in a modal (a panel on top of the page), not a separate full-page wizard. Adding people is the first step before you assign training or playlists.
Who & What
What happens after you save depends on the role you choose:
| Crew | Admin |
Who this is for: | Field workers who train on the mobile app | Owners, office staff, or anyone who manages Greenius on the web Admins cannot receive training, and you can have as many as you want. They do not count toward your seat count |
Required contact info: | Phone number | Email address |
What Greenius sends: | A text message with a link to download Granum Training | An email invite to set up web admin access (no text message) |
Before Starting
Before you begin, you need:
✔ A Greenius admin account
✔ Each person’s first and last name
✔ For Crew: a mobile phone number that can receive texts
✔ For Admin: a working email address
✔ A language preference (English or Spanish) for each new person
Add an Employee
Sign in to Greenius and navigate to Employees. You will see the updated Employees list with summary cards at the top (training status totals) and a search bar.
Click the + Add Employee button
Enter employee information
First Name (required) (At least 2 characters)
Last Name (required) (At least 2 characters)
Role (required): Choose Crew or Admin (see more info below)
Crew vs Admin - The role you pick controls which contact field appears and what invite Greenius sends. You do not enter both phone and email for everyone.
If you choose Crew | If you choose Admin |
-The form shows Phone Number (required).
-Greenius sends a text message after you save.
-The text includes a download link. When they tap it, Greenius detects iPhone vs Android and sends them to the correct app store.
-Crew members complete training in the Granum Training mobile app.
-You do not need an email address for crew.
| -The form shows Email Address (required)
-Greenius sends an email invite after you save so they can set up their password and sign in on the web.
-Greenius does not send a text message to admins.
-Admins manage employees, training, and playlists from the web app.
|
Choose English or Spanish for the new person. This setting affects:
The language of the invite (text for Crew, email for Admin)
The language Greenius uses when delivering training to that person
When finished, click Add Employee
For Crew, the modal may show a short confirmation that the person will be invited by text when you save.
Confirm success
The modal re-opens to add another employee. If you don’t need to add more, you can close this.
The new person appears in the table.
What gets sent automatically:
| Crew | Admin |
Contact used: | Phone number | Email address |
What they receive: | Text invite to download Granum Training (English or Spanish, based on language preference) | Email invite to set up web admin access (no text) |
What Happens Next
For Crew | For Admin |
|
|
Edit an Existing Employee
To edit someone after they are added:
In Greenius, navigate to Employees
On the Employees list, open the row menu (three dots) or click into their profile.
Click Edit profile
⚠️ Note when Editing an employee, the Phone number and Email address are Read-Only. If phone or email was entered incorrectly, you must remove the employee and add them again with the correct contact info. Greenius cannot change those identity fields on an existing profile.
Edit Role, name, and language
When finished, click Save
Resend invite (Crew only)
If a crew member never signed in, you can resend their text invite from the Employees list:
In Greenius, navigate to Employees
Find the crew member in the table.
Click Resend Invite
Notes:
Resend Invite only appears for Crew who have never logged in.
Once someone has signed in, the option is hidden.
You see a confirmation message when the text is sent again.
Manual resend is not limited to once per day (unlike automatic training-assignment reminders).
Admins are invited by email, not text. Use the email invite flow if an admin did not receive their message.
Troubleshooting
Phone number error (Crew)
Try: Enter a complete, valid phone number. Crew requires a phone number to send the text invite.
Email error (Admin)
Try: Enter a valid email address. Admin requires email for the web invite.
Wrong phone or email after saving
Try: Contact fields cannot be edited. Remove the employee and add them again with the correct info.
Crew did not get a text
Try: Confirm the phone number is correct. Use Resend invite if they have never logged in.
Admin did not get email
Try: Check spam. Confirm the email address is correct. You may need to remove and re-add if the address was wrong.
Supervisor role missing
Try: Expected. Greenius 2 only has Crew and Admin. Use Crew for field workers.
Person not in the list after saving
Try: Refresh the page. If they still do not appear, contact support.
Frequently Asked Questions
Do I need an email for crew?
No. Crew are invited by text using their phone number.
Do I need a phone number for admins?
No. Admins are invited by email only.
Can one person be both Crew and Admin?
No. Pick the role that matches how they will use Greenius: mobile training (Crew) or web management (Admin). If someone needs both, talk to your account team about the right setup.
Is language preference required?
Yes. It controls invite language and which language training is delivered in.
Can I add multiple employees at once?
The current flow adds one person at a time through the modal. Repeat the steps for each employee.
Can I add employees from my phone?
The admin web app works on mobile browsers, but desktop is the best experience.