Add and Invite People

Adding & Inviting People shows Administrators how to create a new person, set essential options, and send a Welcome Email so they can sign in.

Who can do this: Administrators (and Managers with People permissions). Some options may depend on your plan and enabled modules.

Jump to:

• Add a Person (required fields)
• Optional basics to set now
• Send or re-send the Welcome Email
• What to do next
• Troubleshooting

Add a Person (required fields)

1. Go to Company → People, then click + Add Person.
   
2. Enter Full Name and Email (must be unique and able to receive mail).
3. (Optional) Leave Send Welcome Email checked to invite them immediately.
4. Click Save / Finish (or Next if other information is required).

Optional basics to set now

You can set these on creation or later from the Person Details page:

• Start/End Date — Limits when the person can enter/submit time (and when approvers can review). Useful for joiners/leavers.
• Division — Assign if you limit manager access, use Division-based Project visibility, or simply want to assign this person to a team for data/reporting purposes.
• Employment Type — Feeds Time Off eligibility and Overtime rules. (See Employment Types.)
• Default Task — Preselects a common task for faster entry (and can act as a placeholder if Tasks are hidden).
• Status — Only Active people can sign in and enter time/expenses.
• Accounting Package Person ID — For accounting/export integrations.
  

Send or re-send the Welcome Email

If you didn’t send the Welcome Email/sign-in instructions, you can re-send anytime from:

• Person Details → Actions: Send Welcome Email (shows only for active users who haven’t logged in).
  
• Company → People: Use List View bulk actions to re-send to one or multiple users. Filter for Active & Never Signed In.
  

What to do next

• Set their Security Level and (if Manager) permissions: Security Levels & Manager Permissions.
• If you scope Project visibility, choose their Project access (Maximum project controls only): Project Availability.
• Configure Time Off balances / approvers if applicable: Time Off Balances.
• Enter Cost / set Billing Rates (depending on model): Cost Rates • Billing Rates.

Troubleshooting

• Can’t inactivate or delete — Users with pending approvals, running/unsaved stopwatches, or historical data may need timesheets unlocked/rejected or to be inactivated instead of deleted.
• No Welcome Email received — Confirm email is unique/valid and check spam; re-send from Person Details or People List.
• They can’t log time — Check Status (Active), Start/End Date window, and Security Level.