How do I invite a staff member to log in?

After you create an account you can easily send them an invitation to finish setting up their account.

Sending the invitation

Manage → User Accounts
Go to User Accounts and either find the staff member under the Staff tab, or create them if new. See staff user roles and permissions for what each role can see.
Click Show User to open their profile.
In the blue banner at the top click the Send Staff Login Instructions button

Alternately you can use the Quick Send button to send the Staff Invitation.

Only admins can send staff invitations

The email carries a one-time link. They click it, choose their own password, and land on their staff dashboard. The link dies once it is used, so it is not something they can pass along to a coworker who also needs access. That person gets their own invitation.

Customizing the invitation email

You can edit your invitation message if you'd like.

Manage → Automated Messages → System Templates
Go to System Templates.
Find Staff Invitation and click Edit.
Rewrite the subject and message, then save.
Staff Invitation sits at the bottom of the System Message Templates list.
Staff Invitation sits at the bottom of the System Message Templates list.

Leave {{invitation_link}} somewhere in the message. That is the link they click to set a password, and the template will not save without it. The sidebar lists the other merge fields you can use.

Inviting a client works a little differently, and staff with extended permissions can do it. See how do I invite a client to log in.

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Last updated July 30, 2026 17:41