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How to invite an employee?

Categories: Getting started Employees

Step 1

Go to “Manage > Employees”.

Step 2

Click on the “+ Add new employee” button.

How_to_invite_an_employee1

Step 3

Fill the required fields “Name” and “E-mail” in the appeared window.

How_to_invite_an_employee2

E-mail of a new user is checked with data in “Personal Info”. Users that already exist can not be invited twice.

If there is no match, then after click on “+ Create Password” two fields “Password” and “Confirm password” appears. So new user can get a password.

Step 4

Select a role in the dropdown or click on “+ New Role” to add new role for employee who will be invited.

By default in drop-down “Role” displayed value “Please select”.

Step 5

Click on “Add” button to invite an employee.


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