How to Invite Team Members


In order for your team to get started using Hubstaff, you will need to first invite them to join your organization account. Once they are added and tracking time on our timer applications, you will be able to monitor their productivity, automate payroll, track project progress, generate comprehensive work reports, and much more.

Here are the steps to invite your team:

 

If you have a large number of team members to add in bulk, we offer an import feature to easily add via .CSV, .XLS, or .XLSX. Bulk invites are limited to 200 per day.
Only organization owners, managers, and team leads are able to send invitations.


Inviting members

Step 1

Navigate to People > Members on the left sidebar of your web dashboard.

Step 2

Click on the Invite member button located towards the right-hand corner of the page.

Add Member To Organization

Step 3 in adding a new member to the organization.

Step 3

The Invite member dialog box will appear. Here, under EMAIL, you can enter your member’s email address. You can also enter multiple email addresses separated by commas. (If you are a large organization inviting members in bulk, please skip to the Bulk inviting members section of this article). Then, set the roles assigned to the invited members and the projects to which each member should belong, and click Send.

Invite details

A dialog box will appear confirming that the invite has been sent to the recipient/s:

Step 4

Each member will receive an email inviting them to join your organization.

Accept invite 1

Step 5

Once they click on Accept Invite, they will be taken to the Hubstaff signup page to create their personal Hubstaff account.

The following information is required Full name, Email, Password, Agree to the Terms, Privacy and DPA, once added click Create my account.

Welcome page 1

Step 6

After signing up, the invitation will be accepted, and clicking on the Go button will take your team members to their dashboard.

Go

Step 7

You can now go back to the People > Members page on your sidebar to confirm that the user was successfully added to your organization.

Member details


Invite via link

Step 1

Navigate to the People > Members tab on the left sidebar.

menu people members

Step 2

Click on the Invite member button located on the right-hand corner of the page.

Add Member image 2

Adding members in Hubstaff organization

Step 3

The Invite member dialog will appear. Click on the Copy invite link button.

Invite team member link

A dialog box will appear confirming that the invite link has been copied.

Copy link

Invite team member via link

Step 4

The invite link will be copied to your computer’s clipboard. You can share the invite link with your team members to ask them to join your organization.

Step 5

Once members click the invite link, they’ll be taken to the Hubstaff signup page to create their personal Hubstaff account.

Welcome page 1

Step 6

After signing up, the invite will be accepted, and clicking on the Go button will take your team members to their dashboard.

Invite team members

 

You can now go back to the Members page on your sidebar to confirm that a member was successfully added to your organization.

Stan Addition For Bulk Invite


Resending invitations

If the person no longer has the invitation and needs to be sent another one, click on Actions > Resend invite.

Deleting invitations

If you don’t want to add the invited member, you still may delete the pending invitation. For this, click on Actions > Delete invite and confirm it.

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