Invite Members and Designate Roles

Updated 3 weeks ago by Hallie

You can invite more members to the company account to share subscriptions. Follow the steps below.

Only owner and admin can invite members.

VERSION 1

Go to Home > Member > Add new member > Portal Access* > Add name > Choose role > Add email > Create. (Screenshots below - click image to view in full size).

  1. Click Members at the Home page

  1. Click Add new member

  1. Key in required info > Create

The member will receive the email with a title 'Your account has been created!' with a link to set password. 

VERSION 2

Click Human icon > Go to Manage Organization > Members > Create > Add name > Portal Access* > Choose role > Add email > Create. (Screenshots below - click image to view in full size). 

  1. Click Human icon > Go to Manage Organization

  1. Members > Create > Key in required info > Create

The member will receive the email with a title 'Your account has been created!' with a link to set password. 

Portal Access: allow members to login to web portal and buy products 
No portal Access: allow members to check in by Time Log and calculate Payroll (only for HR app users)


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