Invite people to your company

Add staff by email with their role and job details.

For: Owners & admins · Category: Your team & roles

Invite people by email and set their role and job details up front. They get a branded link to join, and their position, department, employment type and manager are applied automatically when they accept.

Steps

  1. Open the invite dialog - Go to HR -> People tab -> Manage (Employees) and choose to invite someone.
  2. Enter their email and role - Pick employee, manager, HR or admin - this controls what they can see and do.
  3. Add job details - Set their position, department, employment type and reporting manager. You can also add a short personal message.
  4. Send - Veridox emails a branded invitation. You can copy the invite link to share it another way too.

Tips

  • Role and job details you set here are applied to the employee when they accept - they never set their own role.
  • Start most people as "employee"; you can change a role later from Manage.

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