Invite admins and managers
Invite the people who help run your business, give each a role and the branches they can see, and suspend or remove them later.
Members are the people who help you run the business: admins, managers and accountants. Staff who only see their own attendance, leave and payslips are invited from their staff profile instead. See Invite staff to self-service.
Invite a member
- Go to Settings → Admins and members.
- Under Invite member, enter the person's Name and Mobile number. The number is required, but they do not log in with it.
- Add their Email if you know it. It is filled in on their invite page.
- Choose a Role. See Built-in roles.
- In Branches, keep All branches, or choose Selected branches and tick the branches they can see.
- Select Invite member.
X shows an Invite link for the person. Copy it and send it to them. The link works once and expires in 7 days.
On the invite page, someone new to X enters an email address, types the 6-digit code X sends to it, and chooses a password. That email is their login. Sending the code needs email to be set up for X; when it is not, only people who already have a X login can accept. See Accept your invite and log in.
You need the Invite and manage members permission.
Unless you are the owner, you can give only a role whose permissions you hold yourself.
Send a new link
If the link expired or was lost, select New link next to the invited member. The old link stops working.
Change a role or branches
Choose a new Role in the member's row and select Save changes.
To change which branches they can see, select Change branches in their row. Keep All branches, or choose Selected branches and tick at least one branch, then select Save changes. This works for invited members too, before they accept.
The owner's role and branches cannot be changed here, and nobody can change their own role or branches.
Unless you are the owner, you also cannot change, suspend, remove or send a new link to a member whose role has a permission you do not hold.
Suspend or remove a member
- Suspend stops the person from using the business until you select Reactivate.
- Remove takes away their access.
Their past actions stay in the activity log.
Questions
Does the invite go out by SMS or email?
No. X does not send invites. It gives you a link to share yourself, for example on WhatsApp.
How do I invite staff to self-service?
Staff are invited from their staff profile, not from this page. See the article on inviting staff to self-service.
Related articles
Built-in roles
What the Owner, Admin, Branch manager, Attendance manager, Payroll manager, Accountant, Staff and Field staff roles can see and do.
Create a custom role
Build a role from exactly the permissions a person needs, such as a supervisor who marks attendance but cannot see salaries.
Accept your invite and log in
For staff and managers: open the invite link from your employer, create your login with your email or use an existing one, and accept.
Still need help?
Write to us with your business name and what you were trying to do. We answer by email.