Firstly, make sure they are already set up as a Person in Setyl.

To invite the Person to Setyl:

  1. Log onto Setyl
  2. On the left menu click People > All People
  3. Enter the profile of the Person you want to invite
  4. Click on the "3 dot icon"
  5. Click "Send Person an Invite Email"

That Person will be sent an email, inviting them to set up a password and they will now have access to Setyl.

Related articles:

How do I manually add a new Person?

How do I add my employees from Microsoft 365?

How will I be notified of new records created in Setyl through third party integrations?

What is the difference between adding a Person manually and a Person being added using SSO?