How to Activate an Employee's Login

An employee who can't sign in yet is marked "Not Activated." Activating their login sends them an email to set a password. The email you enter becomes their login and their Company Email, so use the address they will sign in with.

One employee

1. From the sidebar, click "Employees," then click the "Employees" tab.
2. Click the employee to open their profile. You'll find them under the "Not Activated" status filter.
3. At the top of their profile, click "Activate Login." If you don't see it, click the "⋯" button beside "Edit Profile" and choose "Activate Login."
4. Type their company email, then click "Send Login Invite."

Several employees at once

1. On the "Employees" tab, click "Activate logins." The number on the button shows how many employees are waiting.
2. Everyone is ticked, and each person's personal email is filled in if they have one. Replace it with the company email they will sign in with, and untick anyone who isn't ready yet.
3. Click "Send invitations."

Each person gets an email to set a password and sign in. Activating doesn't use extra seats. An email address that already has a Trellis account can't be used, so choose a different address for that person.

You can't type into the Company Email field on the profile, because it is the login. To change it for someone who already signs in, see How to Change an Employee Login Email.