Inviting Team Members

Inviting team members allows you to share access to your organization with managers, administrators, or other staff members.

How to Send Invitations

1. Navigate to Members Page

   • Go to Dashboard → Organization Settings → Members
   • Or use the navigation menu

2. Click "Invite Member"

   • Look for the "Invite Member" or "+ Invite" button
   • Usually located at the top of the members list
   • Opens the invitation dialog

3. Enter Invitation Details

   • Email Address: Enter the email of the person you want to invite
     • Must be a valid email address
     • The person will receive an invitation email
   • Role: Select the role for the new member
     • Options: Owner, Admin, Manager, or Viewer
     • See Roles & Permissions for role descriptions

4. Send the Invitation

   • Click "Send Invitation" or "Invite"
   • The invitation is created and an email is sent
   • You'll see a confirmation message

5. Track the Invitation

   • The invitation appears in the members list
   • Status shows as "Pending" until accepted
   • You can see when it was sent and when it expires

Assigning Roles to Members

When inviting a member, you must assign them a role. Choose the role that matches their responsibilities:

Quick Role Overview:

• Owner - Full system access, can delete organization (use sparingly)
• Admin - Complete administrative control, cannot delete organization
• Manager - Can manage employees and schedules, cannot change settings
• Viewer - Read-only access, cannot make changes

Best Practice: Start with a lower role (Manager or Viewer) and promote if needed. It's easier to increase permissions than to revoke them.

For complete information about roles and permissions, see Roles & Permissions.

Understanding Invitation Emails

When you send an invitation, the recipient receives an email:

Email Contents:

• Who invited them (your name)
• Which organization they're being invited to
• What role they're being assigned
• A secure link to accept the invitation
• Expiration date (invitations expire after a set time)

What the Recipient Needs to Do:

1. Check their email inbox
2. Click the invitation link
3. Sign up or log in to Omeny
4. Accept the invitation
5. They'll be added to the organization

If the Recipient Doesn't Have an Account:

• They can create an account when accepting the invitation
• The invitation link guides them through signup
• After signup, they're automatically added to your organization

Resending Invitations

If an invitation expires or the recipient didn't receive it:

1. Find the Pending Invitation

   • Go to Members page
   • Look for invitations with "Pending" status
   • Find the invitation you want to resend

2. Resend the Invitation

   • Click the menu (three dots) next to the invitation
   • Select "Resend Invitation"
   • A new email will be sent
   • The expiration date is reset

When to Resend:

• Invitation expired
• Recipient didn't receive the email
• Recipient lost the email
• You want to remind them about the invitation

Note: You can only resend invitations that are still pending. Once accepted or revoked, you'll need to create a new invitation.

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Next: Managing Members