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Authorise one new staff member to use the app

Have you got a new starter who you would like to invite to use the app? Here's a guide to adding and inviting them.

Written by Em Powell

To let a new staff member use the app, you need to authorise them on your portal by adding their name, email address, mobile number, and site (if applicable).

Want to add multiple staff members at once? Click here to learn how to authorise multiple staff members to use the app.

How to authorise a new member of staff - a step-by-step guide:

Step 1: From your portal dashboard, click on App users, then click on Manage:

Portal with App Users highlighted on the left-hand menu and the Manage tab highlighted

Step 2: Click on the green Add Invitees button:

Step 3: Click on the One-by-one option:

Add new app users pop-up with the One-by-one option highlighted

Step 4: Enter the staff member's details and click on Save:

Step 5: The new staff member will now appear in the authorised user list, and they will be able to download and log into the app if they choose to.

You can also send a text and email invite to this user by ticking the box next to their name and selecting Invite at the bottom of the screen.

App Users Manage tab with one app user selected and Invite highlighted in the bar at the bottom of the page

Want to automatically invite a user when adding them to the portal?

To learn more about this and how to switch it on, click HERE.

We hope you have found this helpful. If you have any questions, please get in touch by clicking the chat icon in the bottom-right corner of your screen.

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