To issue cards to other personnel, you will first need to invite them as users. Their user accounts will be linked to your company’s YouBiz account.
To invite a user
- Go to the 'Manage' tab on your dashboard
- Click 'People'
- Click ‘Invite’ at the top right corner
- Select a role to assign to the user
- Enter their email address.
- (Optional) You may add more than one user at a time. Click ‘Add more’ and repeat steps 2 and 3.
- Click ‘Send Invite’. An invite email will automatically be sent to the emails you have provided
To accept an invite
Your invitee will receive an email containing their personalised invitation link. Accepting the invite will then add them to your company’s YouBiz account.
If the invite link is no longer valid, contact your team’s admin to resend the invite.
Managing existing invites
Do note that the invitation link will expire, if not used, after 14 days.
As an Admin user you can resend the invite to the user.
- Head to the ‘Invitation’ tab to track all your invites
- Click on the paper plane icon to ‘Resend Invitation’