All updates
Redesign
Invite a user: you see what the person will see
The “Invite a user” window now has two columns: what you enter on the left, and on the right what the person will see (the menu of their app on their phone, or their menu on a computer), with a summary. After sending, a screen confirms what has been done.
Everything the window did is kept: email checked as you type, role, activities, optional contract and pay, language, allowed departments, clients and properties, compliance documents, test account. The form is arranged in five numbered sections; less common settings are grouped under “More options”, with their value visible even when folded.
- On the right, the preview follows each choice: a ticked activity adds the matching screen to the menu on their phone; for a manager, their office menu is shown group by group, with the number of screens.
- The summary repeats the invitation (address and language), the activities, the contract and pay, and the access.
- “Cancel” and “Send invitation” always stay visible at the bottom right; on a phone, the preview moves below the form and the buttons stay fixed at the bottom.
- After sending, the “Invitation sent” screen says whether the contract has been saved (otherwise “Try again”) and offers “Create a link to share”, to send by message if the email might not be read.