Company admins
Adding your team
Inviting people, importing a list, and removing someone who leaves.
Company adminEmployees
Inviting one person#
- 1Select Invite employee.
- 2Enter their first name, last name and work email. The email is how they sign in, so get it right.
- 3Add their job title if you want it visible.
- 4Send. They receive an invitation email straight away.
They appear in the list immediately at Invited, and move to Active once they set their password. You can give someone units before they accept. The units wait for them.
Adding several at once#
Use the bulk import if you are starting with a whole team. Upload a file with a name and an email for each person, check the preview, then confirm. Anyone already in the list is skipped rather than duplicated.
Resending an invitation#
Open the person and select Resend invitation. This is the fix for an expired link or an email that landed in spam. Resending costs nothing and does not affect their units.
When someone leaves#
Deactivate them. They can no longer sign in, but their record, grants and history stay intact for your reporting.
Careful. Deactivating does not decide what happens to their units. Unearned units are normally forfeited and earned units normally kept, but your own agreement governs that. Cancel or adjust the grant deliberately, on the Grants and vesting screen.
What each status means#
| Status | Meaning |
|---|---|
| Invited | Emailed, has not signed in yet. |
| Active | Signed in and using the portal. |
| Deactivated | Cannot sign in. Record kept. |