Introduction

Easily invite someone else from the company, or your bookkeeper or accountant, into an organisation in Xonboard to allow them to manage onboarding tasks.

How-to

To invite a new user to your organisation:

1. Login to your dashboard and navigate to the required organisation. 
2. Click View Employees & Managers.
3. Under Invite an employer or advisor, enter the email address of the new user.
4. (Optional) Enter their phone number, which we’ll use to contact them if we cannot reach them by email. 
5. Under User kind, select:
6. 1. Employer: If the user is employed by the organisation, such as the business owner.
   2. Advisor: If the user is an accountant or bookkeeper, and requires access to the organisation on behalf of their client.
7. Hit Send Invite.

This will send them an invitation to join the organisation in Xonboard via email. 

If you need to grant a user access to multiple organisations across Xonboard, you will need to invite them into each individual organisation manually.

What's next?

To view all users associated with an organisation, including employees, navigate to the organisation on your dashboard, open the settings menu and then click View Employees and Managers.

Questions?

For further support or feedback please reach out to us at [email protected]