Invite/activate a new employee

#description#

What?

Giving an employee access to myProtime can be done by sending him/her a activation email. The employee can then create his/her account by clicking on the button in this activation email and setting a password.

Inviting the employee is the last step in the procedure to adding a new employee in myProtime. See Add a new employee

#summary#

How?

There are 3 methods to invite an employee:

METHOD 1: via the People page

  1. Open the People page from the main menu at the top.
  2. Open the menu on the right next to the employee's name.
  3. Click on ‘Activate'.

METHOD 2: via the profile page of the employee

  1. Open the People page from the main menu at the top.
  2. Click on the name of the employee to open the profile page.
  3. Open the menu to the right of the profile photo and click on 'Change account settings'.
  4. Select the option 'Access to myProtime'.
  5. Click on 'SAVE'.

METHOD 3: via the People page (group action: useful for several people at the same time)

  1. Open the People page from the main menu at the top.
  2. Tick the employee(s).
  3. Click on 'Group actions'.
  4. Click on 'NEXT' under 'Activate users'.
  5. Click on 'OK'.

How? (extended version)

METHOD 1: via the People page

  1. Open the People page from the main menu at the top.

    U8_-_1-5-9_a_ENG.png


    U8_-_1-5-9_b_ENG.png

  2. Open the menu on the right next to the employee's name.

    U8_-_2.png

    #info#

    Use the filters on the left-hand side find the employee more easily. With the ACCOUNTS filter you can show the inactive employees.

  3. Click on ‘Activate'.
    The activation email is sent to the employee. This is valid indefinitely, but can only be used once to set a password.

    U8_-_3_ENG.png

METHOD 2: via the profile page of the employee

  1. Open the People page from the main menu at the top.

    U8_-_1-5-9_a_ENG.png


    U8_-_1-5-9_b_ENG.png

  2. Click on the name of the employee to open the profile page.

  3. Open the menu on the right next to the profile photo and click on ‘Edit account settings’.

    U8_-_6_ENG.png

  4. Select the option 'Access to myProtime'.

    U8_-_7_ENG.png

  5. Click on 'SAVE'.
    The activation email is sent to the employee. This is valid indefinitely, but it is only possible to set a password once.

METHOD 3: via the People page (group action: useful for several people at the same time)

  1. Open the People page from the main menu at the top.

    U8_-_1-5-9_a_ENG.png


    U8_-_1-5-9_b_ENG.png

  2. Tick the employee(s).

  3. Click on 'Group actions'.

    U8_-_10_ENG.png

  4. Click on ‘NEXT’ under 'Activate users'.

    U8_-_11_ENG.png

  5. Click on 'OK'.
    The activation email will be sent to the employee. This is valid indefinitely, but is only possible to use it once to set a password.

#info#

If the employee does not find the activation email in their inbox, (not even in spam/unwanted messages), the invitation can be resent.
See Resend activation email / invite employee again