Invite or remove employees

Created by Sanders Lazier, Modified on Wed, 20 Jul, 2022 at 11:41 AM by Sanders Lazier

Inviting employees 


Overview 

  1. Click on your name or company icon on the top right corner
  2. Click on “My Company
  3. Click on the Employees tab
  4. Click on Add Users
    • Enter their email
    • Select their role 
    • Click "Send Invite button"
  5. Enter the email address and click “Send invite”

You can also invite your employees in your trail:


Onboarding Trail

  1. Click the "Invite my Team" button
  2. Click the "Add New" button
  3. Add your teammates emails and we will send them an invite email. Help for your employees getting onboarded can be found here (Link)
  4. Click "Preview and Send" button at the bottom of the screen
  5. Review the email template we send to your employees
  6. Click "Send Email" button
  7. 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.
  8. 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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