Inviting Your Team

Send invitations

1. Go to Members under Manage team of the sidebar.
2. Click Invite Members.
3. Enter each person's email and pick a role (see Roles & Permissions).
4. Use Add another one to invite several people at once, then click Send Invites.

Each person receives an email with a link to join. They must sign up or sign in with the invited email address.

Manage pending invites

The Pending Invites section of the Members page shows outstanding invitations with their status (Pending, Expired):

• Resend Invitation — send the email again.
• Renew Invitation — reactivate an expired invite.
• Update Invitation — change the assigned role.
• Remove Invitation — cancel it entirely.

Invitation links expire after a limited time for security.

After they join

Once a member joins:

• Assign them positions and locations so they can be scheduled (managed by admins from the member's profile).
• Ask them to set their availability and complete their profile.
• Point them at the Employee guide.

Next steps

• Roles & permissions
• Build your first schedule

Recognize your team's invitations

Invitation emails lead with your team name and the account image configured in team settings. If no image is set, the team name still appears prominently. The sender display name identifies your team via Teamcrest, and the subject names the inviter and team. Recipients use Accept invitation to continue; Teamcrest branding appears in the footer.