Enabling employee login access

Invite employees to use self-service schedule, timesheet, and document tools.

Login access allows employees to use BetterDesks directly. Only enable it for people who need self-service tools or app-based attendance.

Before you start

  • Confirm the employee email.
  • Confirm the employee role.
  • Make sure the employee should receive app access.

Steps

  1. Open Employees.
  2. Find the employee record.
  3. Edit the record and enable login access.
  4. Save the change.
  5. Review the invite state and access state in the employee list.
  6. Ask the employee to complete the sign-in or verification process.

What good looks like

The employee has login enabled, a clear invite state, and access to only the employee-facing areas they need.

Common mistakes

  • Enabling login for inactive employees.
  • Sending access to a shared inbox.
  • Changing the email after an invite without confirming the user can still sign in.