Invite a team member

Create an account for an employee in three steps: identity, role and branch, then how they'll log in.

Identity — name, email and phone. The email serves as the login identifier.
Role & branch — see Owner or Admin to choose the right role. An Admin must be assigned to a branch.
Access — answer "How will this person log in?": Send an email invitation (they choose their own password — recommended), or Set a temporary password (you give it to them, and they'll have to change it on their first login).

An email invitation is valid for 48 hours. If it hasn't arrived or has expired, use Resend invitation from the account — see I can't log in.

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