Inviting a New Person

People
Reading Time:
4 min read
People directory with invite option
Add new users from the People directory

Add new team members to CLUE so they can access the system and mobile app.

Inviting a New User

  1. Go to Directory > People
  2. Click Invite Person
  3. Enter their email address
  4. Select their role and permissions
  5. Click Send Invite

Required Information

  • Email - Must be unique in the system
  • Name - First and last name
  • Role - Determines permissions
  • Division - Where they belong in your org

What Happens Next

  1. User receives email invitation
  2. They click the link to set up their password
  3. Download the mobile app if needed
  4. Start using CLUE

Tips

  • Double-check the email address before sending
  • Assign appropriate permissions from the start
  • Resend invite if they don't receive it