How do I invite an employee?

How to invite

1. Open Employees.
2. Optional: add the person first under Add employee, with their full name, so the invitation can be linked to that profile.
3. Under Invite, enter their email address and choose the role. If you created a profile, choose it under Link to profile.
4. Choose Send invitation. Regsta emails the link and also shows it once on screen, so you can share it yourself if the email does not arrive.

What the employee does

1. Opens the link in the email.
2. Signs in, or creates an account, with the email address the invitation was sent to.
3. Accepts the invitation and is then part of your company in Regsta.

Other ways to add people

• Many at once: import a CSV file or paste rows from Excel. Regsta checks the rows before anything is created.
• Without an email invitation: choose Create sign-in and give the person a temporary password. They must change it the first time they sign in.