Invite members
Anyone with the "Invite members" permission can send an invitation - typically the owner, an admin, or a member with a role that includes this right.
How to send an invitation
- Go to the employees section or use the bulk-add modal in the schedule view.
- Enter the email address of your colleague and choose a role - you can only assign roles whose permissions do not exceed your own.
- Click the invite button. An email with a link is sent to that address.
What the invitee sees
Your colleague clicks the link in the email and lands on a single-step form:
- First and last name - they fill this in themselves.
- Email - already pre-filled and locked for editing: this address confirms their identity.
- Password - they create one during sign-up.
After submitting the form, the account is created already confirmed - no second verification email is sent. Your colleague is signed in immediately and lands in your organization's schedule.
If the colleague already has a Smengo account with that email, they simply enter their existing password and the membership is added automatically.
Viewing and revoking invitations
In the members list, pending invitations show the "Invited" status. While an invitation is still pending, you can revoke it - click the revoke icon next to the name.
Manager limit
Roles scoped to specific departments count as managers and are limited by your plan. If the limit is reached, the invitation with that role cannot be sent - upgrade your plan or choose a different role.