How to Invite Team Members

Invite Team Members


You can invite a user or bulk invite users to your Hubstaff organization so they can begin tracking time. Click on a guide below to get started:

Inviting single users

Step 1

Navigate to the Members tab on the left sidebar.

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. Enter your team member’s emails, separated by a comma (for large organizations inviting users in bulk, you may skip to the Bulk invite section of this article). Next, set what roles are assigned to all invitees, as well as the projects you’d like each user to be a member of, then hit Send.

For more information about Hubstaff Roles, click here.

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

 

Step 4

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

Step 5

Once they click on Accept invite, 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.

 

Bulk inviting members

Bulk invites are limited to 200 per day.

Step 1

Navigate to the Members tab on the left sidebar.

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 link will be copied to your computer’s clipboard. Here is what an invite link will look like:

https://app.hubstaff.com/organizations/invite/x1y2z3a4b5c6d7e8f9g0

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 account.

 

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 Members tab on the left sidebar.

 

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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