COMPANY & PEOPLE
Invite people to your company
Create and share a branch-specific invitation, then check the new person’s setup.
In this article
Before you begin1. Choose the branch and role2. Copy and share the linkReplace an expired or unwanted linkBefore you begin
You need an active branch. Owners and admins can create employee or manager invitations; managers can invite employees within their permitted branches. A manager invitation is not a substitute for granting Manager access.
Links can be used by multiple people. Share them only with the people who should join that branch and role.
1. Choose the branch and role
Open Team → Invitation links.
Choose Create invitation link.
Choose the role if that control is available, then select the intended branch.
Create the link and check the role and branch shown in the sharing dialog.
Replace an expired or unwanted link
Invitation links expire after seven days. Revoke a link if it was shared too widely or is no longer needed. Create a replacement with the correct branch and role.
Revoking a link prevents future joins through it; it does not remove people who have already joined. Manage existing staff from the people and role screens.