BizCRM App

Step-by-Step Guide to Inviting Employees via Dashboard: Complete Form & Send Invitation

STEP 1: Click on "Invite Employee" to Add New Employee

  • Navigate to the "Employees" section on the dashboard.
  • Click the "Invite Employee" button highlighted in red.
  • A form will appear prompting you to enter employee details.
  • Required fields are marked with an asterisk (*), including:
    • Email*: Enter the employee's email address.
    • Additional fields may include name and role.
  • Ensure all required fields are filled before proceeding to the next step.

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STEP 2: Click on "Email *" to Invite Employee

  • Locate the "Email *" field in the invite form.
  • Click on the field to activate it.
  • Enter the email address of the employee you wish to invite (this field is mandatory).
  • Optionally, you can add a message in the "Message" field below.
  • Ensure all required fields are filled before proceeding to the next step.

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STEP 3: Click on "Message" to Add Context for Invitation

  • Locate the "Message" field in the invite form.
  • This field is optional; you can add a personalized message for the invitee.
  • Ensure the message is clear and relevant to the invitation.
  • After filling in the message, proceed to the next step by clicking "Send Invite" to complete the invitation process.

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STEP 4: Click on "Send Invite" to Complete the Invitation Process

  • Ensure you have filled in the required fields:
    • Email: Enter the recipient's email address (marked with * for required).
    • Message: Optionally add a personalized message.
  • After verifying the details, click the "Send Invite" button to send the invitation.
  • Confirm that the invitation has been sent successfully.

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