How to Invite Team Members


Users can be invited individually to Hubstaff or in bulk to begin tracking time. To get started, click on one of the links below:

Inviting Individual Users

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.

Step 3

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

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

Step 4

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

Step 5

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

Step 6

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

You’ll also receive an email confirming that the invite was accepted by your team member/s:

Step 7

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

 

Bulk inviting members

Bulk invites are limited to 200 per day.

Step 1

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

menu people members

Step 2

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

Step 3

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

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

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

Step 6

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

You will also receive an email confirming that the invite was accepted by your team member/s:

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

Step 7

Click on the Onboarding status button.

The dialog allows owners/managers to check which users have created a Hubstaff account, downloaded the app, tracked time, and also sends reminders to users to complete setting up their accounts.

Step 8

The team onboarding status popup will appear, which will have the following columns, and checkmarks will appear under the column next to the member name if they have completed the step.

You’ll now have full transparency into seeing what your users have and have not completed during onboarding and what is preventing them from using Hubstaff correctly.

 

Resending invites

If the person no longer has the invitation and needs to be sent another one, please follow these instructions:

Step 1

Click on the People > Members tab on the left sidebar.

menu people members

Step 2

Select the INVITES tab.

Step 3

Click the Actions button next to the member’s name, then select Resend invite on the drop-down to resend the invite

 

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