Send an invitation
- Open People and add the employee with their name and email address.
- Send the invitation. BlueTac emails a link that is valid for 7 days.
- The employee opens the link, verifies their email address and joins your company. They add their own availability.
Only owners and managers can invite employees. If an invitation expires, send a new one.
Seats
Office users are the owner and managers; everyone else on your team uses an employee seat. Each person counts once, and clients don’t use a seat.
Going over your plan’s employee or office-user allowance moves you up to the plan that fits, automatically. On a paid plan the prorated difference is charged right away; during the trial nothing extra is charged, and the new price starts when the trial ends.
Clients
You can also invite a client’s contacts to the client portal. Clients don’t use a seat, and you control which reports each client can see.
A whole team at once
To add many employees at once, import them from a CSV file in People. Imported employees are saved switched off and the import sends no email: the subscribing owner switches them on after seeing the seat and price change, and then you send their invitations. See Moving from spreadsheets.