Invite users and assign roles without implicit HR access

Invite accounts and review acceptance, common roles and separate company access.

Task 1

Members, invitations and common roles

Before you start

  • Permission to manage users and invitations, and a recipient using the correct identity.

Steps

  1. Choose Members or Invitations and prepare email, language, administrative responsibilities and common role.
  2. Select explicit companies; open advanced exceptions only for a different role in a specific company.
  3. Review reason and summary, send or resend/revoke; the recipient accepts with their own identity and members can be suspended separately.
The result

What to check

The invitation is not confused with implicit HR access.

If the result is unavailable

Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.

Guidance and support