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How to invite staff to your migrated organisation
How to invite staff to your migrated organisation

How do I invite staff into the migrated organisation?

Updated over a week ago

Edition: Business, Enterprise

User-level: System Administrator

Previous steps: Trial migration sandbox

Invite staff to your newly migrated organisation using these steps:


  1. Organisation menu > Staff

  2. Verify that the email address displayed for each staff member is correct. This is the email address that the welcome email is sent to.

  3. Click the edit button at the end of the row and select Resend welcome email.

  4. Repeat this step for each staff member.

  5. The staff member must click the Join now in the new welcome email to be able to create their Synergy user profile and access the migrated organisation


Tips!

  • Don't forward the welcome email from one staff member to another. The welcome email must be sent from the staff list as the email address on the staff record is used to verify their access.

  • If you can't find the welcome email, try searching your entire inbox for " You're invited to join the *your organisation name* team on Synergy"



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What other features does this relate to?

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