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Invite a New Employee

This Doc shows you how to add new Employee accounts to your business so your whole team can have access.

  1. On the Home Page, click the Menu button in the upper left corner to open the sidebar.

  2. In the sidebar, click [Business Settings].

  3. In Business settings, click [Employees].

  4. In Employees, click [Invite Employee] to open the Invite Employee tool.

  5. in the Invite Employee tool fill out these fields:

    1. Email Address: The employee's business address- this is where they will receive a sign up email.

    2. Hired Date: The date the employee was hired.

  6. Once these are filled out, click [Invite]. This will send an invitation email to the email address you entered, which will prompt them to complete sign up and login for a new account.

  7. All invites you have sent will be visible on the Employees page and you can see if they have accepted or not.

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