Add a User

Send an invite to a user and adjust their permissions to see data.

For security, all users have to be invited so their email is pre-authorized to set up an account. You invite them by email, and they set up their own account from the invite. This keeps access controlled, so only the people you choose can see your data.

Users are only added by invitation. They aren't created automatically from an employee import or from your HRIS, so anyone who needs access has to be invited here.

In the settings menu, select users.

Click the Invite User button.

Fill in the email address of the person you're inviting. Choose which role the invited user should have.

Menu options may vary slightly by organization.

Select permissions from the options provided.

Click the Send Invite button.

The user will receive an email with the link to the app so they can get started!