Inviting users to a Company

Modified on Wed, 6 Sep, 2023 at 4:59 AM

    Users can be invited to a company by its Administrator and Owner. There are several ways to invite colleagues to a company:
  • After creating a company, you will see a pop-up prompting you to invite colleagues to the company

    Specify the employee's role – User or Administrator, enter their email address, and an invitation will be emailed to them. Recipients can accept or decline the invitation. After accepting the invitation, they need to fill out a user profile (if they are not already on ROOLZ). After completing the profile, invited users will be able to work on behalf of the company.


  • Start managing company account (“Settings”in the upper right corner, then go to the "Users" tab)

    Select "Invite coworkers" and then  select "By email" or "All users". If you select “All users”, then the list of your contacts will be displayed on the screen - you can add a user from contacts or find any Roolz user through search






    

   



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