An invitation creates a person's access to this organization, and only this one. If they already work at another company inside XEN, they enter with the same account; if they have no account, they create one when accepting.
1. Open Team and permissions
In the Human Resources menu, open Team and permissions. The screen lists the people with access and each one's role. Click Invite partner.
2. Choose how to invite
There are two paths. By XEN user, if the person already has an account: you search for them and select them. By email, if they do not: you type their address and they receive a link to join.
3. Assign the role before sending
Choose the role they will have when they join. This is the right moment to decide it: a person who enters with too many permissions rarely loses them afterwards. The role can be changed at any time from the same screen.
4. Send and follow the status
The invitation stays pending until the person accepts it. When they do, they appear in the list with their role, and everything they do in the organization is recorded under their name.
To decide which role fits each job, the roles and permissions guide explains the criteria. Read the roles and permissions guide
