Invite a team member by email
For a person who has an email address (team leader, accountant…), the simplest way is to invite them: they receive a link and create their own account.
Step 1 : Open the add-member window
Open “My account”, “Team management” section, then click “Add”. The “Add a member” window opens.
Step 2 : Expand the invitation
Click “Invite by email” to expand the form.
Step 3 : Fill in the invitation
Type the address in “Person's email” and choose the “Access level”: management, data-entry or purchasing. Click “Create the invitation”.
Step 4 : Pass on the link
KALEA shows the link to pass on and its expiry date. Click “Send the invitation by email”: your email app opens with a message already written. KALEA does not send the email itself: you send it.
Step 5 : The person accepts
The person opens the link. They sign in with the invited address, or create their account: the link is kept. They then click “Accept the invitation” and join your company with the chosen level.
Good to know
- Until the invitation is accepted, the person is listed in the team: when you expand their row, the “Invitation” line says it is pending, because the person has not created their account yet.
- A pending invitation takes up a seat. Depending on your plan, the number of users may be limited: KALEA tells you when the team is full. See the plans page.
- The address must match the invitation's; otherwise the refusal is shown as is on screen.
- Reserved for the Administrator and Director. The “Director” option is only offered to the Administrator.
- For someone without an email address, see create a member's access without email.
A question?
Can't find the answer? In the app, open “Help & support” and write to us: the team replies in the same screen. You can also email support@kalea.pro.