Procedure
Inviting staff
Walks through inviting a member of staff to the platform, assigning their role and confirming their access to a site.
Inviting a member of staff brings a new person onto the platform, gives them a role and confirms their access to a site. This page walks through the invitation, from the first detail to the person's first sign-in.
Before you start
Confirm these hold before you begin. If a role or a site is missing, set it up first, then return here.
Invite one member
Follow these steps to invite a single person from the Staff panel.
- 1
Open the invitations panel
In Nexus Manager, open the Staff panel and choose Invite staff. If you land on the wrong site, switch site first, so the invitation lands where the person will work.
- 2
Enter the person's details
Give their full name, their email and a sign-in name. The email is where their invitation goes, and the sign-in name is what they use to sign in.
- 3
Choose the role and site
Pick the role the person holds at this site. The role sets the work they do and the access they hold, so choose the one that matches their job.
- 4
Send the invitation
Choose Send. The platform produces a claim link for the person. Save the link now, because it is shown once.
- 5
Give the person their claim link
Send the claim link to the person by your usual channel. If you misplace it, invite them again to produce a fresh link.
- 6
The person claims their place
The person opens the link, confirms their details and sets their own sign-in. Their access follows from the role and site you chose.
- 7
Confirm their access
Back in the Staff panel, check the person appears with the right role at the right site. To see it from the record side, read what this person can see.
The claim link is shown once
A claim link appears one time, when you send the invitation. Save it and pass it to the person before you close the panel. If a link is lost, invite the person again for a fresh one, so their access still rests on their own sign-in.
Invite many at once
To bring on a whole team, upload a list instead of typing each person.
Choose Bulk invite, upload a file with a row for each person, and the platform checks every row and returns a claim link for each one. Save the result and distribute the links.
| Column | What it holds |
|---|---|
| Full name | The person's name. |
| Where the invitation goes. | |
| Sign-in name | The name the person uses to sign in. |
| Role | The role the person holds at the site. |
Save the result before you close
The claim links from a bulk invite are shown once. Download the result and distribute the links before you close the panel, so each person can claim their place.
Common questions
What if the email is wrong?
Invite the person again with the right email. Each invitation carries its own claim link.
Does the invitation set a password?
The person sets their own sign-in when they claim their place, so their session stays their own.
Who can invite staff?
An administrator with the staff action at the site. The role and site you choose decide what the new person reaches.
Read how a permission is decided for the role you assigned.