How to invite a team member

Before you start

You need the Admin role to invite team members.

Send the invitation

1. Go to Settings > Team.
2. Select Invite team member.
3. Enter the person’s First name, Last name, and Email.
4. Choose their role from the Access role dropdown.
5. Choose their staffing role from the Project role dropdown.
6. Choose their contract type from the Employment type dropdown.
7. Select their Contract start date.
8. Enter their Contracted hours per week.
9. Enter their Cost per hour.
10. Select Invite team member.

Scopra sends an invitation email to the address you entered and adds the person to the Team members list.

What happens next

The invited person receives a link to set their password and activate their access. Until they accept, their row stays available in Team members and you can resend the invite from the row actions menu.