Click Users in the sidebar.
Click the blue New User button:
- Fill in your coworker's name, email address, and password.
- Leave the phone number field blank for now.
- Select the Member team role. Team members and administrators can use the apps. Support users can only use the portal. You can read more about team roles later.
- Add them to the All Users group so they will be able to see the Employee Handbook PDF in the app.
- Optionally change their country and time zone.
- Click Create. Your coworker will receive an email with their password and login instructions like this:
Updated about 3 years ago