Sending an invitation

People → Invitations is where invitations are sent and followed up. Owners, admins, and anyone whose role gives access to Invitations can open it. Sending one needs a role that can manage Invitations: otherwise Send Invitation is greyed out.

Send an invitation

1

1. 1Send Invitation

People, Invitations

234

2. 2Email address
3. 3Role
4. 4Send Invitation

Send Invitation

1. Press Send Invitation.

2. Enter their address in Email address.

3. Choose their Role. Owner is not offered.

4. Press Send Invitation. The invitation appears at the top of the list as Pending.

Tuevia emails them a link to join. The invitation lasts 7 days.

Choosing the branches they work in

An invitation sent from this page is for all of your branches. To invite somebody into only some branches, invite them from the Invitations tab of People → Employees, which asks where they work: see Adding an employee. If you work in only some branches yourself, invite from there: this page’s invitation is refused.

If something goes wrong

• an active invitation already exists for this email
  That address already has an invitation waiting. Use Resend on it instead.

• invalid email format
  The address is not a complete email address. Check it for a missing @ or a space.

• You can manage only colleagues whose branches are all yours, and give only branches you have.
  You work in only some branches, and this page invites for all of them. Invite from Employees and tick your branches.

What happens next

• Follow it up: resend it if the email went astray, or cancel it.
• What the invited person sees when they open the link.