Getting Started

How to Invite Your Team

Send an email-only invitation, review pending invites, and add imported staff to your organisation.

1 min read

Invite a team member

Managers and Organisation Admins can invite people to the active organisation. Check the organisation name before sending an invitation.

Send an invitation

  1. Open Team from the sidebar.
  2. Select the invite button to open Invite Team Member.
  3. Enter their Email Address and select Send Invite.
  4. Wait for the success message. New users receive an email to create their account; existing ShiftRova users receive an in-app invitation to accept.

The invite form asks for an email only. Update the person's organisation role, employment details, pay rate, and staff roles in Team Management after their record is available.

Pending and imported staff

Review pending invitations from Team Management. Use Resend Invite when needed, or cancel an invitation that should no longer be accepted.

If you use Import CSV, imported staff appear in the not-invited section. Correct missing names first, then use the individual Invite action or Invite All.

The team member's next step

They accept the invitation, sign in or set their own password, and complete their required profile details. If onboarding is required, ShiftRova takes them through account setup before they can continue.