In this guide we will cover the ways you can invite your team to begin using Deputy.

Specifically this article covers:

  • Invite an employee via the 'People' tab
  • Bulk Invites to multiple employees
  • Using the invite link in social channels such as WhatsApp, Messenger etc, text or email

Invite an Employee via the People Tab

You can send invites a number of ways, including single or bulk invites via the People list. To send an invite to a single employee, go to ‘People’, and click the 'Options' drop-down for the corresponding employee as seen here.

Click 'Invite' to send the invitation to the selected employee via their email address.

Pro Tip: Employees must have a working email address to be invited to use Deputy using this option.

Bulk Invites for Multiple Employees

When importing employees via the ‘Add People’ option, if you include employee emails in the employee details, you can select the option to send an invitation email to be sent to everyone on the list.

You can also send bulk invites or send select people invites via the People tab. Either select the individuals that you want to send the invites to or select the checkbox at the top next to ‘Name & Access’, click the ‘Bulk Actions’ drop down box and select ‘Send Invitation’

This Invite Link guides team members to set up their Deputy account so Managers only need to approve their invitation. As a Manager, you are always in control of who can join your Deputy workspace.

Using the Invite Link means you don't need to have an employee's email address. Simply post this link to your social communication platforms such as WhatsApp, Messenger or Facebook Groups and the employee will use the link to add their contact details as part of the guided setup process.

Note: If you are using Deputy's SSO feature, you will not have the invite link feature available for use.

To obtain a link from Deputy web that you can share with your team, select the 'Add People' option from the People tab, then 'Add / Import Multiple People'.

From here you will have access to 'Invite with link' and a unique link code that you can share with your team.

Simply select 'Copy link' and begin sharing with your team across any social platform that you and your team use to communicate.

Note: If you have already invited a team member via email, they will not be able to use the invite link to join Deputy. Please ask them to accept the invite in the email they would have received. You can resend an invite email via the People tab on web under the 'Options' button.

When a team member follows the link, they will be directed to an invitation page where they will be able to create their account. The team member will need to enter their email, full name, mobile number (optional) and password.

Once the team member has created their account, a request is sent to their manager for approval. To locate these requests, navigate to the 'People' tab where you will find the 'invite link requests' at the top of the 'People' list. Select 'View' to open up and approve requests.

Here you will find all invite requests that can be individually approved as well as the option to select the location you wish to approve the employee/s for. To bulk approve the invite requests, you can use the 'Select all' option.

To approve a request, simply tick the check box next to the employee's name and select 'Accept'. Invite requests will remain available until either 'Decline' or 'Accept' is selected. You can come back at any time and as often as you like, to resume approving requests.

Inviting employees and approving their requests can also be achieved solely from a mobile phone.

Within the Deputy app, navigate to the 'People' tab and select the '+' icon from the top right corner of the app (on Android, use the floating round '+' button). Choose 'Invite with link' from the options available and either tap the link to copy it or select 'Share link'.

Using the 'Share link' option will allow for easy sharing across any communication platform that is suitable for you and your team.

Once the employee has received the link and successfully created their account, the manager will begin receiving invite link requests within the People tab.

From here, managers can proceed with approving any and all invite requests for their employees.

From here, managers can proceed with approving any and all invite requests for their employees.

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