Inviting & Onboarding Staff

Overview

Add new team members by sending them an invitation. They'll create their account and be automatically added to your organisation with the role you assigned.

Sending an Invitation

1. Go to Settings → Team.
2. Click Invite Staff.
3. Enter their email address, first name, and last name.
4. Select their role (Owner, Admin, Client Manager, Job Manager, Contributor, or Contractor).
5. Click Send Invitation.

What Happens Next

1. The person receives an email with a signup link.
2. They create their password and complete their profile.
3. They're automatically assigned to your organisation with the specified role.
4. You can then set their hourly rates, work schedule, and team assignments.

💡 Tip: Invitations expire after 7 days. You can resend or cancel pending invitations from the Team settings page.

Setting Up Their Profile

After they join, configure:

• Sell rate — the hourly rate charged to clients for their time
• Cost rate — their internal cost (salary-based calculation)
• Work schedule — daily hours for capacity planning
• Holiday region — for public holiday calendar
• Teams — assign to groups for client visibility rules