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Admin & Security › Invite an employee

Admin & Security

Invite an employee

Prepare the employee's designation and access, send an invitation and check its progress.

GuideFor user administratorsContent reviewed

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Before you start#

You need access to user administration and the invitation action. Prepare the employee's name, work email and designation. Confirm the department and job title where relevant.

A designation is required in the invitation form because it connects the position with pay-band and costing configuration. Create the required designation through the authorized administration workflow before inviting someone.

Send the invitation#

  1. Open user management and select Invite member. On a phone, the invitation action is available from the People view's menu.
  2. Enter the employee's name and email. Check the address carefully.
  3. Select Designation.
  4. Set Department and Job title where applicable.
  5. Select Send invitation.

Check the result#

Find the invited person in user management. The employee must complete the invitation's password setup before using normal sign-in. Coordinate role and department access with the responsible administrator; sending an invitation is not proof that all job-specific permissions are ready.

Resolve an invitation problem#

ProblemNext action
No designation is availableHave an authorized administrator create the needed designation.
The invitation action is missingAsk for a review of the user-administration authority.
The employee cannot find the emailConfirm the address and ask them to check spam. Use the invitation resend action when appropriate.
The invitation is expired or already usedCheck the person's current account and invitation state before resending.
The employee signs in but lacks a pageReview their role and record scope; do not send another invitation to fix access.

For the employee's next step, share Signing in and access and Your first day.

Need more help?

Can’t find what you need? Talk to the team.

To report a problem with this guide, include its title and the step that blocked you.

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