Articles on: Team management

Adding employees – one at a time and as a group

Adding employees means entering your team members into the organisation by hand — one at a time when you want to set the role and the locations straight away, or as a group when you are quickly creating several accounts in one location. The employees you add land on the team list, you can schedule them, and you can optionally send them login invitations right away.


Remember: Employees can be added by the Organisation Administrator, the Advisor and the Location Manager. To load a larger number of people from a file, use Importing employees from a file.


Adding a single employee


Use this method when you want to grant a specific role straight away and assign the main and additional locations.


  1. Go to the "Team" tab.
  2. In the top right corner click "Add employee".
  3. Fill in the form:


  • "First name" and "Last name" — required (up to 30 characters).
  • "Main location" — required; the primary place of work.
  • "Additional location" — optional, several can be picked. The field stays inactive until you indicate the main location.
  • "Phone number" — required only when you tick "Send invitation to the app".
  • "E-mail address" — checked as you type (the format and whether the domain exists); required when you tick "Send invitation to the system".
  • "Access level" — the role in the organisation; set to "Employee" by default. The list shows only the roles you are allowed to grant with your own permissions (role descriptions: Access levels and user roles).


The Add employee window with the Access level field


  1. Optionally tick the invitations in the bottom left corner — see the "Invitations while adding" section.
  2. Click "Save". The employee will appear on the team list.


Adding a group of employees


Use this method when you are quickly creating several accounts in one location. Everybody added this way gets the default "Employee" role — you set the role and the additional locations later in each person's profile.


  1. In the "Team" tab click the arrow next to "Add employee" and choose "Add employees group".
  2. Pick the "Location" — one shared by the whole group.
  3. For each person fill in the "First name", "Last name", "Phone number" and "E-mail address".
  4. Click "Add next person" to add another row. The button only becomes active once the current row is complete (first name, last name, plus e-mail and phone if the invitations you enabled require them).


The Add employees window with the Add next person button


  1. Optionally tick the invitations in the bottom left corner.
  2. Click "Add". The people will land on the list assigned to the location you chose.


Invitations while adding


At the bottom of both windows there are two checkboxes — both cleared by default:


  • "Send invitation to the system" — sends an invitation by e-mail (logging in through a browser). Turning it on requires an e-mail address.
  • "Send invitation to the app" — sends an invitation by SMS to the mobile app. Turning it on requires a phone number.


You do not have to send the invitations straight away — you can add people and send the invitations later. The invitation and account activation paths are described in full in Sending invitations and activating an account.


Caution: With the system invitation turned on, entering an address in the wrong format or with a domain that does not exist will block saving until the address is corrected.


Important: The number of employees you can add depends on the number of licences you have bought.

Updated on: 09/08/2026

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