Create, invite and manage employees

Add an employee

1. Open Employees and choose Add.
2. Fill in the first name, last name and email address. Choose the employee or administrator role and any groups.
3. Save the record. Select the invitation option to invite now, or send the invitation later from the list.

Import a list

Use Import employees with a UTF-8 CSV file whose first line is exactly: first_name,last_name,email. Use commas as separators. Preview the rows, correct errors and duplicates, then confirm the import.

Imported employees must still be invited. Select the relevant records in Employees to send invitations together.

Archive and restore an employee

Open Employees, choose Archive beside the employee and confirm. Access to this company is disabled. The employee disappears from the directory, visible favorites, Props recipients and the default administration list. Group memberships, points, expiry dates and history are preserved. Previously disabled employees also appear in the archived list.

Enable Show archived employees and apply the filter to find former employees. Their point history remains accessible. Choose Restore and invite to send a new invitation for the same employee record. Access resumes after acceptance; this does not create a new points account or reset expiry dates. Keep another active administrator before archiving an administrator.

Change an employee’s email

Open the employee record and find Change sign-in email. For an isolated draft or invited account, correct the address, save and send a new invitation. Old invitation links stop working. For an active account, request confirmation: the employee signs in with their current address, opens My profile and enters the code sent to the new address. The old address remains valid until confirmation.

An address already used by another account is rejected; accounts and histories are never merged. An ordinary company administrator cannot change a shared sign-in identity or a platform administrator’s address. The account holder can change it in their own profile; a platform administrator may request a verified change for an active account. The action, old and new addresses, confirmation and date are recorded.