Invite a new user

Invitations lets you add users to the software. You can also give them access to manage an employer.

View Invitations

You can view all existing Invitations by Employer.

To view Invitations:

1. Go to the Employer menu.

2. Select Settings > Users.

   The user list for that particular Employer. See Invitations for other Employers by switching from the Employer menu.

Granting access is on a per-employer basis. If you manage multiple employers, you need to invite users from Employer.

Invite a user

To give access to a new user:

1. Select the Add User button.

2. Enter the relevant details, including email address and role.

3. Review or edit the default message.

4. Select Send Invitation.

   An email is sent to the user letting them know you are granting access.

Revoke an invitation

To revoke an invitation:

1. Go to the Employer menu.

2. Select Settings > Invitations.

   A list of users appears.

3. Find the appropriate invitation and select Revoke.

   Once you confirm, the invitation is revoked from that email and the user is not added.

You can also Remove a user after they have accepted an invitation.

Responding to an invitation

Any new user needs to register for an account once they are sent an invitation. This account must match the email used in the invitation.

Once logged in, the user receives a notification that they have an invitation. If not already done, verification of email ownership is required.

The user can then choose to either accept or decline the invitation.

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