Overview
Employees must be added to the Employees Directory before they can:
Host visitors
Check in and out using staff attendance
Receive notifications
Appear on the evacuation view
Use QR codes and RFID tags
Adding an employee does not automatically create a login account.
Important: Employees only need to exist in the Employees Directory to use staff attendance, host visitors and receive notifications.
Account Access is only required if an employee needs to log into the Custr Dashboard or Companion App.
You can add employees individually or import multiple employees using one of Custr’s supported import methods.
How to Add an Employee
To add a new employee:
Navigate to Directory → Employees
Click the + icon
Select New Employee
Enter the employee’s details
Click Save
The employee will immediately appear in your Employees Directory and can begin using supported attendance and visitor workflows.
What Happens When an Employee Is Added?
When a new employee is created:
They are added to the Employees Directory
A unique QR code is automatically generated
They can be selected as a visitor host
They can use staff attendance
They can be assigned RFID tags
They can receive notifications (if an email address has been entered)
The employee will not receive their QR code automatically, and they cannot log into the Dashboard or Companion App until Account Access has been enabled.
Enabling Account Access
If an employee also needs to log into Custr, Account Access must be enabled separately.
To enable Account Access for an individual employee:
Navigate to Directory → Employees
Select the employee
Click Edit
Scroll to Account Settings
Enable Account Access
Select a Role
Click Save
The employee will automatically receive an email asking them to verify their account and create a password.
For more information, see What is Account Access?
Enabling Account Access for Multiple Employees
To enable Account Access for multiple employees:
Navigate to Directory → Employees
Select one or more employees
Click Enable Account Access
Each selected employee will receive an email allowing them to activate their account.
Employees Without Account Access
Many organisations choose not to provide every employee with Dashboard access.
Employees without Account Access can still:
Host visitors
Check in and out
Receive notifications
Use QR codes
Use RFID tags
Appear on the evacuation view
They simply cannot log into the Dashboard or Companion App.
Email Addresses
Employees can be added without an email address.
However, an email address is required if the employee needs to:
Log into the Dashboard
Log into the Companion App
Receive their QR code by email
Receive employee notifications
Employees without an email address can still be used for attendance and visitor hosting.
Bulk Imports
If you’re adding a large number of employees, Custr also supports importing employee records from external sources.
Supported import methods include:
CSV import
Microsoft 365
Management Information Systems (MIS)
Nourish Care Planning
These integrations can help reduce administration and keep employee records up to date.
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Important Notes
Employees only need to exist in the Employees Directory to host visitors, receive notifications and use staff attendance.
Account Access is only required to log into the Dashboard and Companion App.
Every employee is automatically assigned a unique QR code when they are created.
QR codes are not emailed automatically.
An email address is required to enable Account Access.
Employees without an email address can still check in and out and be selected as visitor hosts.
Roles and Permissions only apply after Account Access has been enabled.