Invite your team to MakeHay
Email a teammate an invitation so they get their own login, and pick the permission set they start with.
- Where
- Settings › Team
- Who can do this
- The account owner
Each person you invite gets their own login and sees only what their permissions allow.
- Step 1: Go to Settings › Team.
- Step 2: In the Team logins card, click Invite member.
- Step 3: Enter their Email.
- Step 4: Under Permissions, choose the set they start with. Office is picked for you. You can adjust it for just that person after they join.
- Step 5: Click Send invitation.
They get an email with a link to accept, and the link expires in 48 hours. Until they accept, the invitation is listed under Pending invitations with its set and when it expires.
What your teammate does
- Step 1: They click Accept the invitation in the email.
- Step 2: If they're new to MakeHay, they enter Your name and a Password of at least 8 characters, then click Create account & accept.
- Step 3: If they already have a MakeHay login with that email, they enter their Password and click Sign in & accept. If they're already signed in with it, they click Accept invitation.
- Step 4: MakeHay opens your company's Dashboard for them.
Good to know: A MakeHay login can belong to only one company. If their email is already part of another company, invite a different email address. If someone else is signed in on the device they open the link on, they click Sign out first.
Tip: To take an invitation back, or to send a fresh link after one expires, click Cancel next to it under Pending invitations, then invite them again.
Crew who never sign in don't need an invitation. Add them to the roster instead so you can put them on jobs: see Add your crew and teams.