How to Invite Team Members?

Workstatus makes it easy to set up and manage your team within your organization, so they can start tracking time in no time. Follow the steps below to get started:

All of the options below are accessible via the Members page on the sidebar.

Table of Contents

Login Visibility of member
Inviting team members by Visible Mode
Bulk Invite
Inviting team members by Stealth Mode
Resending invites

# Login Visibility of member

This section of module shows the Total number of members in you organization, How many are Online/Offline, Deleted and Deactivated. Along side it shows on which platform these members
are available. For instance : Browser, Windows, Linux, MAC OS . Android and iOS.

Inviting team members

STEP 1

To invite a team member, simply navigate to Members on the left-hand sidebar then click on Invite new Member.

STEP 2

A popup dialog should appear where you can fill in the Email, role, and the projects the user will be added to. Once you’re finished, press Save

STEP 3

An invite email with a confirmation link will be sent to the user. After accepting the invite, they will be asked to set up their own Workstatus account. Once completed, the users will automatically be added to your organization.

Bulk Invite

Allows you invite members in one go.

STEP 1

To invite a team member, simply navigate to Members on the left-hand sidebar then click on Bulk Invite

STEP 2

A popup dialog should appear where you can insert or drag/drop the excel sheet(which will have the list of email id and role to be added as a member).

Click on link Click Here to download sample file.

Open the sample file from downloads and Insert email ids(1) & Role(2) for which users are to be invited.

Now Upload that Xcel file by drag and drop Or via upload link.

Note: Organization Owner/Manager can we view the status under tab Bulk Invite Status

STEP 3

An invite email with a confirmation link will be sent to the user. After accepting the invite, they will be asked to set up their own Workstatus account. Once completed, the users will automatically be added to your organization.

Once member has accepted invite and has login in both Stealth and Visible mode case - Organization owner/manager can go to Member tab and click on the three dots opposite to member's name - This will show you the details like Logged in time, View Screenshot, View Timesheet, view URL , View Apps.

Inviting team members by Stealth Mode

How to setup users in stealth mode?

Role : As a Organization Owner/Manager : You will have to invite your member/user in order to run application in Stealth mode.

STEP 1

Go to Members >> Invite New Member

STEP 2

Enter Email- id, User Role, select invite mode as Stealth & Click on Save button

Invitation is successfully sent to user's email id.

Role : User

Now, Check the mail received on the invited mail id >> Click Accept and A batch is downloaded to your PC

STEP 3

Double click on the downloaded Batch file to make the installer run and let the app install in your PC.

App is now installed in your PC and has started to run.

Please follow link for any error in Stealth Mode : https://support.workstatus.io/en/article/common-question-on-windows-stealth-mode-xb7vp1/?bust=1684237167618)

As a Organization Owner - you can view your stealth member data in Timesheet and Activity section.

Note : Stealth Mode is currently available in Window.

Resending invites

If the person no longer has the invitation and needs to be sent another one, please follow these instructions:

Click on Members on the left-hand menu, then click on the Invited tab towards the top of the Members list, click on [ ⋮ ] button then Resend invite.

Updated on: 03/07/2023