How do I invite a Person to Setyl?

Learn how to send an invitation to users or automatically invite new people as they are added.

How to manually invite a person

To send an invitation to an existing person in Setyl:

1. Navigate to People from the left-hand menu.

2. Select the person’s profile you want to invite.

3. Choose the three-dot menu in the top-right corner of the profile.

4. Select Send Person an Invitation Email.

An invitation email will be sent to their Company Email, allowing them to activate their account and sign in to Setyl.

How to automatically invite new people

Administrators can enable automatic invitations so that all newly added people receive an email invite as soon as they’re created in Setyl.

To enable this setting:

1. Navigate to Settings > Company Settings > General.

2. Scroll down to the Set up section.

3. Tick Automatically invite newly added users to log into Setyl.

4. Select Save to apply the change.

Once enabled, any new people added manually or through integrations will receive an invitation automatically.

Default role for new people

In the same Company Settings > General section, you can also define the Default role for new people.

• This determines the role automatically assigned to newly added users.

• You can adjust this at any time from the dropdown menu before saving your changes.

Managing invitations

If a user does not receive their invitation:

• Confirm their Company Email is correct.

• Check their Spam or Junk folder for the invite message.

• You can resend the invitation anytime using Send Person an Invitation Email from their profile.

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