How do I invite my team?
Last updated September 18, 2026
You can send a login invitation when you add someone, or send a staged invitation later from People.
- Open People and click Add person — or Bulk add to add several people.
- Enter an email address and choose their role. For a manager, also choose their editing branches.
- Leave Send a login invite selected and click Add & invite to send the invitation with their new record.
For invitations already staged in People, use the invitation actions to send the email. Adding someone without a login invitation does not give them access to the app.
Each person gets an email with a link to set a password and sign in. Invite links are valid for 14 days; if one expires, just resend it.
Note
People distinguishes Staged invitations (no email sent yet) from Emailed invitations. Once the invitation is accepted, the person's login role appears instead.
Someone didn't get their invite
That's almost always a delivery issue (spam folder or a blocked sender) or an invite that was staged but never sent. See invites that aren't arriving for the fix — including a copyable link you can send directly.
Volunteers without an email address
You can still add them — leave the email blank and they'll appear on the schedule without logging in. They just won't get the weekly schedule email.
Inviting a manager
Choose Manager and select Branches this manager can edit before sending the invitation. Select at least one active branch; their access takes effect when they accept. See the manager invitation guide for screenshots and steps.