How to Add an Employee and Activate Their Login

Add the employee first, then give them a login so they can sign in to Trellis.

Add the employee

1. From the sidebar, click "Employees," then click the "Employees" tab.
2. Click "Add Employee."
3. Fill in their First Name, Last Name and the other details. No email is needed yet. Click "Next," then "Create Employee."

A new employee has no login yet, so they are listed under the "Not Activated" status filter, not the default "Active" view.

Activate their login

1. On the same page, click "Activate logins." The number on the button shows how many employees are waiting.
2. Type each person's work email.
3. Click "Send invitations." Each person gets an email to set a password and sign in.

An email address that already has a Trellis account can't be used to activate a login. Use a different email address for that person.