Invite Employees and Issue Accounts
Admin steps to register new employees and let them log in via an invitation email.
【Add one at a time】
- 1.Go to Admin menu → Employee Management (User Management).
- 2.Press "Add Employee" and enter name, email, department, employment type, start date, etc.
- 3.Choose the role (general / admin, etc.) and press "Save and Invite".
- 4.An invitation email is sent automatically; the person sets their password and logs in (see #GUIDE-001).
【Bulk registration】
From "Bulk Import (CSV)", download the template, fill in employee details, and upload. Fix any error rows and re-upload.
【Resending invites and account status】
If the invitation doesn't arrive, open the person in the employee list and "Resend Invite". You can also check status here (Invited / Active / Suspended).
【Offboarding】
When someone leaves, "Suspend" the account or run offboarding. For data-retention handling, see the GEN-series articles.
Setting up departments first makes registration smoother (see #GUIDE-021).
使用範例
Employee Management → Add Employee → details & role → Save and Invite → they log in.
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