Inviting employees
Overview
- Click on your name or company icon on the top right corner
- Click on “My Company”
- Click on the Employees tab
- Click on Add Users
- Enter their email
- Select their role
- Click "Send Invite button"
- Enter the email address and click “Send invite”
You can also invite your employees in your trail:
Onboarding Trail
- Click the "Invite my Team" button
- Click the "Add New" button
- Add your teammates emails and we will send them an invite email. Help for your employees getting onboarded can be found here (Link)
- Click "Preview and Send" button at the bottom of the screen
- Review the email template we send to your employees
- Click "Send Email" button
- Your employees should see an invite link in their inbox within minutes. If they can't see the email have them check their spam folder.
- You can resend the invites by clicking "Manage Invitations" and selecting on the "Invited" tab you will see on the screen.
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