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For managers and administrators

Invite staff and review join requests

Connect the right account to an employee without creating duplicate profiles.

2 min read

Invite and connect an employee

  1. Step 1: An owner or administrator with invitation access can use the team controls to invite staff or share the workplace's staff joining link.
  2. Step 2: Ask the employee to sign in with the account they intend to use and follow the joining instructions. They may need to verify their email.
  3. Step 3: Open Settings → Join requests if the joining route requires approval and your role has that permission.
  4. Step 4: Check the person's identity and match the request to an existing employee profile where appropriate. Confirm the correct locations before approving.

If a person cannot get in

  • Check for a pending request, an invitation sent to another email address or an account linked to a different employee profile.
  • Do not approve an unfamiliar request just because the person has the joining link. Confirm who they are and which locations they should access.
  • If the request was rejected or the invitation is no longer usable, check the employee's details before arranging a fresh invitation.

Account access and rota assignments are separate

Approving access does not automatically assign shifts. Check the employee's staff group, Show on rota setting and published assignments after linking their account.