Inviting People
Before you can start working together on projects, you’ll need to invite your team to ActiveCollab. You’ll then be able to assign tasks and allow your clients to track progress.
How do I Invite Users To My ActiveCollab Account?
- Step 1: Click on the People tab
- Step 2: Click on the “+” symbol in the upper right corner to Invite people/users
- Step 3: Click on “Invite People”
- Step 4: Select their desired user role
- Step 5: Fill out the user's basic details and info. These are: Email Address, First Name, Last Name, Company, Title.
- Optional 5.1 step: You can also invite them to projects at this step.
- Step 6: Click on Proceed once you are done
- Step 7: You can now fill their Rates and Capacity. You can select the Default or Custom.
- Step 7.1. Custom Daily capacity allows you to fill users daily availability for each day in the week.
- Step 8: Select the Available Job Types that this user will be able to use once they log their time.
- Step 9: Fill in their Internal Hourly Rate.
- Step 10: Click on Proceed.
- Step 11: You can now fill Additional Details. These are the Invitation Language and the Welcome Message.
- Step 12: Click on “Invite” and you’ve invited the user to your account. Invited users will get an email with the login link to your ActiveCollab account.
Tip: Fields marked with a * are mandatory. The invited user will receive an email with instructions to join the account.