Invite an employee

Steps#

1. Open the admin area

   From the navigation, go to Admin → Employees. You'll see a list of current employees and a "Generate link code" button.

2. Enter the employee's email

   Type the email the employee will sign up with. The system generates a 6-character invite code bound to that email, valid for 7 days.

3. Share the code

   Send the code (along with the sign-up URL) to the employee by email or chat. They redeem it during sign-up.

Code lifetime#

Codes expire 7 days after creation. After that, redemption fails with a clear error, and you'll need to generate a new one.

A code is single-use. Once redeemed, it can't be reused. Sharing the same code with two people will only attach the first one to claim it.

After they claim it#

After redemption, the employee is attached to your company with the General permission level. They can immediately:

• View all projects, clients, and the calendar.
• Create projects, events, and clients.
• Be assigned as a project's responsible employee.

If you'd like them to manage company settings, project types, billing, or to delete projects, you can promote them to Admin from the Employees page.