Invite one person
Go to People from the sidebar.
Find the person in the list. In the Invite column, click "Invite" in their row.
In the "Invite to app" window, confirm the email address shown is where the invitation should be sent.
Under "Role", choose the access level they'll have once they accept: "Basic user" (selected by default) or "Admin". An Admin can manage payroll, people, and company settings. A Basic user keeps their own employee or contractor profile but can't manage company settings.
Click "Send invitation".
Note: If you don't see "Invite" in someone's row, they may already have a login, have no email on file, or have an invitation waiting. The section "What the Invite column shows" lists each state.
Resend an invitation
Go to People from the sidebar.
Find the person. In the Invite column, click "Resend" in their row. Hover over the button to see whether their invitation is pending or has expired.
Freedom emails a new invitation to the address on file and confirms it with "Invitation sent again to" that address. The person keeps the access level from the first invitation.
To list everyone who has an invitation waiting, click "Add filter" above the table and choose "Invite". Then click the new "Invite" filter and select "Resend".
Note: If the person has already accepted and their account is still being set up, Freedom tells you to try again in a few minutes. If someone says their invitation link no longer works, resend it, then point them to Accept your invitation and sign in for the first time.
What the Invite column shows
"Invite": no invitation has been sent yet. Click it to send one.
"Resend": the invitation was sent but not accepted yet, or it expired. Click it to send a new one.
"Accepted": the person already has a Freedom login.
"No email": there is no email address on file. Add one on the person's profile, then invite them.
Three dashes ("---"): an international contractor. They don't get a Freedom login, so there is nothing to send.
Invite several people at once
Go to People from the sidebar.
Use the checkboxes on the left of each row to select the people you want to invite. The checkbox in the column header selects everyone on the current page.
Click "Actions" above the table, next to the search box (it shows how many people you selected), then choose "Invite to app".
Note: Anyone you select who already has a login or has no email on file is skipped. After sending, Freedom shows how many invitations went out and how many were skipped. Everyone invited this way starts as a Basic user, unless an earlier invitation already gave them a role, which they keep. To change anyone's access, use the Role column once they've accepted. If someone's invitation is still pending (their row shows "Resend"), they don't get a second email. If it expired, this sends a new one. To invite everyone who still has onboarding steps left, see Finish a worker's onboarding.
Change someone's access level
Go to People from the sidebar.
Find the person and look at the Role column, which shows their current access as an "Admin" or "Basic" badge.
Click the badge, then select "Admin" or "Basic" from the menu.
Read the confirmation message explaining what will change, then click "Confirm".
Note: Admins can manage payroll, people, and company settings. A Basic user keeps their own employee or contractor profile but can't manage company settings. You can't change your own access level, and the Role column shows a dash for anyone who hasn't accepted their invitation yet.