Invite a person — Help

Send an email invite, or set a starter password, and give the person the role they need.

Every organisation can choose its own words for the people and roles it works with. When you are signed in, this guide uses your organisation’s words. Otherwise it uses the product’s own.

For admins only. Managers who open the tab are told to ask an admin.

Steps

Open Staff in the left menu, then the Roles & access tab.
Under Invite user, fill in Email and Full name.
Choose a Role. The list uses the product's own names, not your organisation's words. In order, they stand for mentors, managers, DSLs, admins, and senior.
Press Send email invite. They are emailed a link that works for 7 days, and they choose their own password.
If they cannot get email, press Create with starter password (no email) instead. Type a password of at least 8 characters. Give it to them in person.
Read the message above the form. It says the invite was sent, or that they can sign in now.
Until they accept, they are listed under Pending invites. Resend sends a new link. Withdraw cancels it.

If it goes wrong

If it says there are no free seats, you cannot invite anyone until one is free. Everyone who holds a role, and every invite not yet accepted, uses one. Withdraw an invite nobody will accept, and its seat is free again.
If they say the link has expired, press Resend. The old link stops working.
If the email does not arrive, ask them to look in junk mail, then press Resend. Still nothing? Use the starter password instead.
If the starter password is refused because they have already signed in, add the role from their row in the Users list.