Firstly, make sure they are already set up as a Person in Setyl.
To invite the Person to Setyl:
- Log onto Setyl
- On the left menu click People > All People
- Enter the profile of the Person you want to invite
- Click on the "3 dot icon"
- 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.
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?