Must know
- No email, no sign-in. Staff imported without an email address can’t sign in or receive email until you add one.
- Add it with Edit Details. Leave Send an invitation on to invite them as you save. Sending needs the Create Staff permission.
- The link lasts 7 days. If it lapses, resend it with Send Invite.
1
Open Edit Details
Open the person’s Actions menu and choose Edit Details, or click Edit Details on their profile. Edit Staff Details opens with the Email Address field blank.
2
Add their email address
Type the address they’ll sign in with. If you have Create Staff, a Send an invitation switch appears, on by default: “Emails this address a link to set a password and join your organization.”
3
Save
Click Save Changes. With the switch on, you’ll see “Details saved and an invite was sent to [email].” They stay Invited until they accept.