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How to view employees, track invites, and send a new employee invite

Written by Mel
Updated yesterday

Short Answer

Go to Settings β†’ My Company β†’ Employees and Invites to view employees, check invite status, or send a new employee invite.

When to Use This

Use this when you want to:

  • View employees in your organization

  • Check the status of sent invites

  • Resend an invite

  • Invite a new employee

View Employees

  1. Click the Settings icon.

  2. Under My Company, click Employees and Invites.

  3. Review the Employees tab.

You can see:

  • Full name

  • Job title

  • Office location

  • User role

  • Assigned projects

  • Open tasks

  • Overdue tasks

  • Email, phone number, and address

View and Manage Invites

  1. Click the Invites tab.

  2. Review the list of sent invites.

  3. Check the status of each invite (for example, accepted or not accepted).

To resend an invite:

Locate the invite.

Click Resend.

Send a New Employee Invite

Click the Action button (top right).

Click Invite Employee.

Enter the employee details:

  • First name

  • Last name

  • Email

  • Role

Click Submit.

Notes

  • The Employees tab shows all active users in your organization.

  • The Invites tab shows all sent invitations and their status.

  • You can resend an invite if it has not been accepted.

  • The invited user will receive an email to create their account.

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