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Inviting Users

Inviting a New User

To add a New User, head to the left-hand side menu and then head to the 'Users' section, which is toward the bottom of the menu.

Once you're in the User section, follow these steps to invite a new user:

  1. Invite User Button: Click on the 'Invite User' button. This will open a form to enter the new user's details.

  2. Required fields: You must add the following in order for a User to be created; including;

  • First name

  • Last name

  • Email

Other Fields

The following fields are optional.

External ID
You can use this field to store an external reference to your User. For example, they may have a reference or ID in your HR software or from your previous system. Astalty does not use this field internally, but it can be included in User-related exports.

Currently, the mobile number is for your own storage purposes; however, in the future, when Astalty supports SMS notifications, this will be the phone number we use to notify Users.

Billable Target
This is the number of hours that this User should be billing each week - Astalty uses this in all KPI reporting.

Once you have filled in the required fields, the User will receive an invitation link to your organisation.

Logging In

Once a User is invited and clicks on the Login button in the email, they'll be taken to a page where they can set their password. They will then automatically be logged in.

If the invitation link has expired, the User did not receive or has lost their invitation link, you can resend the invite link by clicking on their profile from the Users page and clicking on Resend Invite Link.

Default User Role

All new Users are automatically created as a Team Member. You can update their role once they have been created. You can learn more about User Groups and Roles here.