Inviting staff and sending the support worker app

Invite office staff to the web app from Users and roles, and invite support workers to onboard on their phone and receive the support worker app.

Before you begin

• The Invite users permission for office staff, or the worker invites permission for support workers.
• At least one branch set up (worker invites need a Home branch).

Invite an office staff member

1. Go to Settings → Users and roles and select Invite user.
2. Enter Full name, Work email and, optionally, Job title (optional).
3. Choose a Role. The hint shows its scope and whether two-step verification is required.
4. If the role is scoped to regions, branches or houses, choose the ones they work in.
5. Select Send invitation. The invitation expires in 7 days.

Invite a support worker to onboard

1. Go to Team → Invites and onboarding and select Invite worker.
2. Enter Name, and an Email and/or Mobile. Under Send by, tick Email and/or SMS.
3. Choose the Role, the Home branch and the Employment type. Add the Award classification (for example SCHADS Level 2.1), or the Hourly rate ($) and ABN for contractors.
4. Check Start date, Onboarding due and the Onboarding pack, add a Personal message (optional) and select Send invite.
5. The worker opens the link, completes their onboarding steps on their phone and submits them.

Verify onboarding and activate the worker

1. In Team → Invites and onboarding, select the worker. The drawer lists each onboarding step and its status.
2. For steps marked Awaiting verification, select View file, then Verify, or Return with a note saying what to fix.
3. When every required step is verified and the status is Submitted for review, select Approve and activate.
4. The worker’s profile is created and, if they have an email address, they’re emailed a link to set their password and download the support worker app.

Send the app to an existing worker

1. Go to Team → Staff directory and open the worker.
2. Open the Employment and access tab and find App access.
3. Select Invite by email, Invite by SMS or Copy a link to share it yourself.
4. Check Status changes from Invited to Active once they sign in.

Tips

• Each active staff user is billed from the day they first sign in.
• To invite many workers at once, use Bulk invite with a CSV. See Importing participants and staff.

If something goes wrong

“Add an email address or mobile number and choose how to send it.”

Enter an email or mobile and tick the matching Send by option.

The worker’s link has expired

Worker invite links last 14 days. Open the invite and select Resend to send a fresh link.

Approve and activate is greyed out

It’s available once the worker has submitted onboarding and every required step is verified. Verify or return the outstanding steps first.

The worker was activated but has no app access

Activation only sends the app invitation when the invite has an email address. Add their email to the profile, then use App access → Invite by email or Copy a link.