Self-service allows employees to gain access to the platform so they can access their information and perform tasks as applicable based on their permission level. Once invited, they will be able to log in. In order to be invited, the employee must have an email address on their profile. This allows an email to be sent to them with the invitation
There are two ways to invite employees to the platform. You can invite an individual employee from their employee profile. Or you may invite employees in bulk.
How to invite an individual employee to create an account within your company
- Navigate to the employee’s profile
- Select the Permissions tab, which is the last tab on the profile
- Ensure the employee has a valid email address on their profile. You will not see this tab if they do not.
- Select “Send Invite"
4. The employee will then receive an email with a link to register and create a password. They will then be able to log in and access your company based on the permissions you allow. To access permissions, go to Settings, then Permissions, then select the subscription you want to manage.
Note: The registration invite email links will expire 24 hours after being sent. If an employee is unable to register within that time frame, the invite should be resent to them. If an employee already completed the self-service registration process, the Permission tab in their profile will notify you that they already completed self service and cannot be resent.
How to bulk invite employees to create an account within your company
- On the Directory page, select the menu option on the top right next to the “Add employee” button.
- Select “Invite Employees”
- On the next screen, you can select the employees you want to bulk invite.
- Use the filters to quickly find the employees you want to invite.
- Once all of the employees you want to invite are selected, select the ‘Send Invitations’ button on the bottom right.
- The employee will receive an email with a link to create a password. They will then be able to log in and access your company based on the permissions you allow. To access permissions, go to Settings, then Permissions, then select the subscription you want to manage.