How to Invite a New Team Member

Adding someone to PMS creates their account and gets them set up with everything needed for their role from login credentials to employment details.

To invite a new member:

1. Go to Manage Team (or Manage Users) and click Add User.
2. Enter their name and email (email becomes their login; it’s how they’ll sign in and receive notifications).
3. Choose their role: Admin, Manager, Team Lead, or Member (this sets what they can see and do; see Overview of Available Roles).
4. Fill in department (which team/division they belong to) and designation (their job title), both required for a full, non-draft profile, and an employee code (your organization’s internal ID for them).
5. Choose how their password is set: auto-generated or typed manually.
6. Optionally attach employment documents (offer letter, contract) at this stage, or add them later.
7. The new account starts as Inactive with “must change password” turned on, so they’ll set their own password on first login

Good to know:

• You can save an incomplete profile as a Draft if you don’t have every detail yet; required fields like department and employee code are skipped for drafts.
• Managers can’t create Admin or Manager accounts; only an Admin can assign those two roles.