Invite People
What this page is
Invite People is used to send access invitations to new users joining your workspace.
Who uses it
- Supervisors
- Admin/HR staff
- Team managers onboarding new users
When to use it
- When adding new staff or contractors
- During project onboarding phases
- When replacing users or expanding teams
What this page is for
Use this page to bring new people into the system with the right access path.
Main actions
- Enter invitee details
- Send workspace invitation
- Track invitation status
- Re-send or follow up pending invites
Step-by-step (common workflow)
- Open Invite People.
- Enter the new user details.
- Submit/send the invitation.
- Check invitation status.
- Follow up if the user has not accepted.
Connections
This page directly affects:
- Team Directory records
- Onboarding and induction workflows
- Access to operational/compliance pages
- Approval and communication flows
Common mistakes
- Sending invites to incorrect email addresses
- Inviting the same person multiple times
- Assuming invite acceptance is complete onboarding
Quick tips
- Double-check email address before sending.
- Track pending invites and follow up quickly.
- Confirm new users complete onboarding after accepting.