Inviting Team Members

Adding team members to your Kwilio account allows them to access the system, view schedules, track time, and perform tasks based on their assigned role and permissions.

Method 1: Invite via Email

Step 1: Access User Management

Go to "Settings" → "Administration" or navigate to the Users/Employees section.

Step 2: Send Invitation

Click "Invite User" or "Add User" and enter the team member's email address.

Step 3: Assign Role

Select the appropriate role (Employee, Manager, etc.) based on what permissions they need.

Step 4: Send Invite

The system will send an invitation email with instructions for the team member to create their account and set a password.

Method 2: Manual User Creation

Administrators can also create user accounts directly:

1. Go to user management
2. Click "Add User" or "Create User"
3. Fill in user details (name, email, etc.)
4. Assign a role
5. Set a temporary password
6. The user can log in and change their password

Setting Up Employee Profiles

After inviting a user, create their employee profile:

• Link the user account to an employee record
• Add employee-specific information (job title, hire date, pay rate)
• Set up their schedule availability
• Assign them to services they can perform

Managing Team Members

After team members are added, you can:

• Update their roles and permissions
• Modify their employee information
• Deactivate accounts if they leave
• Resend invitations if needed