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 Accept Invite, they’ll go to the Hubstaff signup page to create their personal Hubstaff account.

They must enter their full name, email, and password, agree to the Terms, Privacy Policy, and DPA, then 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 system successfully added the user 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 go to the Hubstaff signup page to create their personal Hubstaff account.

Welcome page 1

Step 6

After signing up, your team members accept the invite, and clicking the Go button takes them to their dashboard.

Invite team members

 

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

Stan Addition For Bulk Invite


Resending invitations

If you were invited to join a Hubstaff organization and the link expired, you will need to request that a new link be sent to you. Contact your manager or the Hubstaff organization owner.

If the person no longer has the invitation or the one you sent expired, you’ll need to send them another one. To do this, follow the steps below:

Step 1

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

menu people members

Step 2

From the Invites tab, go to the invite listed and then click on Actions > Resend invite.

 

resend invite

Deleting invitations

If you don’t want to add the invited member, you still may delete the pending invitation. To do this, follow the steps below:

Step 1

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

menu people members

Step 2

From the Invites tab, go to the invite listed and then click on Actions > Delete invite.

 

delete invite

If you are trying to accept an invitation, but are seeing an error that you can’t accept the invite, it may be that you are currently logged in to a Hubstaff account that is different from the email address that you were invited under. In order to accept the invite, you will need to first log out, then accept the email invite again.
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