Inviting New Users

Overview

Onboarding your team into your company is a necessary step for them to be able to help run your business. Here's how to invite a new user.

Preparing to invite a user

Before inviting, have ready:

- Their email address (required)

- Their first and last name

- Which role they should have

- Which company groups they need access to

- Their phone number (optional but recommended)

Sending an invitation

To invite a new user:

1. Click the actions menu (three dots) in the top right
2. Select "Invite user"
3. Fill in the user's email to assign this account to
4. For Role, select the appropriate permission level
5. For Group membership, choose which locations/groups they can access
6. Click "Invite User"

What happens after inviting

Immediate effects:

• The user receives an email invitation
• They appear in your pending users list
• The invitation is active for a limited time (typically 7 days)

The invitation email contains:

• Welcome message
• Link to set up their account
• Instructions for creating a password
  
• Link to sign in

User must:

1. Click the link in the email
2. Create a password for their account
3. Complete their profile (optional)
4. Sign in to access the system

Resending confirmation emails

In the event users don't receive or can't find their invitation email.

To resend an invitation:

1. Find the user in the users list
2. Click the actions menu (three dots) next to their name
3. Select "Resend confirmation email"
4. A new invitation email is sent immediately

Common reasons to resend:

• Email went to spam folder
• User accidentally deleted it
• Invitation expired
• Email address was entered incorrectly

If resending doesn't work:

• Verify the email address is correct
• Ask the user to check spam/junk folders
• Consider using a different email address