Invite a staff member to Workzilla

Steps to send a Workzilla invitation to a staff member and confirm they have access to the system.

1. 1
   Confirm the staff member's permissions are configured

   Before inviting, ensure Menu Access and data visibility are set correctly in Manage Users. See Configure user permissions for guidance.
2. 2
   Navigate to Administration > Manage Users
3. 3
   Locate the staff member and check that an Invite button is available

   If no Invite button appears, you have reached your seat limit. Either click Revoke on a staff member who no longer needs access to free up a seat, or add a seat to your subscription. The available seat count is shown in the top right of the Manage Users screen.
4. 4
   Click Invite

   The staff member will receive an invitation email. If they do not receive it within 10 minutes, ask them to check their spam folder.
5. 5
   Ask the staff member to activate their invitation link within 24 hours

   If the link expires before they activate it, return to Manage Users and send a new invitation.
6. 6
   Ask the staff member to set their password and log in
7. 7
   Ask the staff member to click the Connect button in the top right of the screen

   This links their Workzilla account to your practice management software. It unlocks navigation links back to the PMS throughout Workzilla and increases the functionality available to them.