Use this article when you need to give someone access to your business.
Start from the Staff page#
- Open Admin > Settings > Staff.
- Click Invite.
- Enter the person's email address. To invite several people at once, separate the emails with a comma or new line.
- Select the role they should receive when they accept.
- Click Send invitations.
This works for new hires, contractors, and anyone who needs business access for the first time.
What happens after you send the invite#
For a regular invitation, Naayya emails an invitation link. The person accepts by signing in or creating an account with that same email address. If you see Claims prepared, access has been prepared for that person, but no invitation email was sent. They still need to complete account setup before the access is usable.
Their assigned role is applied when they accept.
If they are going to teach classes, they can then open the teaching workspace and complete their public profile there.
Use Pending staff access to follow up#
The Pending staff access section on the Staff page is the operational follow-up surface.
Use it to:
- Copy link and send the invite manually in another channel
- Revoke an invite that should no longer work
- Send invite for a placeholder teaching profile that already exists in your business data
This is especially useful when someone has already been scheduled to teach but has not yet completed account setup.
If the person already exists in your records#
Invite the email address the person already uses. Access is assigned to their account when they accept, even if they are already in your customer records.
If the person already has staff access and you need to connect them to an existing teaching profile, open their staff page and use Link teacher profile there.
If the person will teach classes#
Teaching access and profile setup are related, but they are not the same step.
- Staff access is granted from Admin > Settings > Staff
- Teaching profile management lives on the Teaching Team page
- Profile completion happens from the teaching workspace after the person signs in
See Public Profiles for Staff Who Teach for the banner and completion rules that staff will see after they accept.