Invite colleagues and choose what they can see
Give each person the access their job needs and nothing more.
3 steps · about 2 minutes · For: Owners
1
Open Team access
In the left-hand menu, under Admin, choose Team access. You see current members and pending invitations.
Team access
- Members1
- Pending invitations0
Illustration with example data. Your screen may look slightly different. 2
Send an invitation
Enter their email address and choose a role: Employee, Line manager, HR admin, Compliance admin or External adviser (read-only). Choose Send invitation. Invited staff can use any email address.
Invite someone
Email
jo@example.co.uk
Role
HR admin
Illustration with example data. Your screen may look slightly different. 3
Manage access later
You can change someone’s role, suspend them, or revoke an invitation that has not been used. Sensitive actions are recorded in the audit log.
Team access
- Jo ExampleHR admin · Active
- Pending invitationsRevoke
Illustration with example data. Your screen may look slightly different.