Getting started
How to invite employees
Add an employee, assign the right role and send the invitation, so each person sees only the modules and data they need.
Step by step
- Go to employees
Open the admin area for employees or staff.
- Add an employee
Enter name, email and relevant details.
- Choose a role
Assign a role that fits the employee’s responsibilities.
- Send the invitation
Send the invitation and ask the employee to complete login.
- Check access
Check that the employee can only see the relevant modules and data.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.