Invite your team
On this page
If someone helps you with your business, invite them to the team instead of giving them your password. Each person signs in with their own account and their own two-step verification, only sees the sections of their role and every change they make is recorded in their name in the activity of the business.
Before you start
- Check that you are the owner or have the administration role.
- Have the email the other person wants to use to sign in to OnBio.
- Decide their role. What each role can do explains it.
Send the invitation
Open Settings in the side menu, select Team and activity and stay on the Members tab.
- 1. Select Invite.
- 2. Write the person's Email.
- 3. Choose their Role.
- 4. Select Send invitation.
Accept the invitation
The invited person receives an email with the name of your business in the subject, their role and the date the invitation expires. These are their steps.
- 1. Select the «See the invitation» button in the email.
- 2. Select Accept invitation if they already have an account and have signed in with that email.
- 3. Select Create an account with this email if they do not have an account yet.
- 4. Turn on two-step verification if the account is new.
What happens next
The person enters the panel of your business with their role and appears in Members as active. Until they accept, their row appears as pending with the date it expires.
Keep in mind
- Each invitation expires after 7 days. From the menu of its row you can select Resend, which sends a new link with another 7 days and cancels the previous one, or Revoke.
- The invitation only works for the email it was sent to. If the person signs in with another one, the page tells them.
- Only the owner can invite with the administration role.
- You can change someone's role or remove them from the team whenever you want from their row. Their OnBio account keeps existing.
Frequently asked questions
What do I do if the invitation says it does not exist?
The page «We could not find this invitation» appears when the link is incomplete or when the invitation was resent afterwards, because each resend cancels the previous link. If the invitation expired or was revoked, the page says so with its date. In every case, select Resend on the person's row and ask them to use the last email.
How many businesses can the same person work in?
A person can belong to several businesses with the same account, with a different role in each one. They switch from one to another with the business selector of the panel.
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