Invite your team

Team & HR

Invite your team

Add a colleague and send them a private, one-time link to set up their login.

Where to find it: Team & HR → Add person Owners and admins 6 min

Before you start

You're an owner, admin or HR manager.
Their work email address.

The steps at a glance

Step 1 of 5

In the menu on the left, tap Team & HR. On a phone, tap the ☰ menu button at the top first.
Tap Add person.
Fill in First name, Last name, Work email, Job title and Start date. Pick their Portal role.
Tick Create a secure login invitation link for this employee, then tap Save.
You'll see Private invitation created. Tap Copy link and send it to them. It expires in 7 days.

✅ How do I know it worked?

In Logins, they change from Invite pending to active once they've signed in.

⚠️ Common mistakes

ProblemThe link says it can't be used.FixLinks work once and expire after 7 days. Create a new one from Logins.

ProblemThey signed up on their own and made a second company.FixThey must open your invitation link, not the normal sign-up page.