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Inviting members to Palolo

Palolo Customer Care
  • Updated

A member is someone who who works at your organization that you've added to Palolo. Once a member is invited, they'll be able to create an account, connect their paycheck, and start using Perks. You can invite multiple members at once, or one by one. 

Before your organization starts using Palolo, we'll take care of importing and inviting your members for you. If you need to invite additional members later, please feel free to contact us and we'll be happy to help! If you prefer to invite members yourself, follow the steps below.

Inviting multiple members at once

  1. Log in to Palolo HQ 
  2. From the Home tab, click Invite to Palolo
  3. Check the box next to each member you want to invite. Tip: If you have many members, you can use filtering to narrow down the list.
  4. Click the Invite members button

Inviting a single member

  1. Log in to Palolo HQ
  2. From the Home tab, click All members
  3. Select the member you want to invite. Tip: You can quickly find a member by typing their name in the Find members box at the top of the page.
  4. From the member's account page, locate the section that says Can sign up and click to open it
  5. Ensure the member's email address is correct
  6. Click Invite + allow signing up

Invitation emails and links

Once invited, members will receive an invitation email with a link to sign up. Each member has their own sign-up link that connects them to your organization. You can access this link anytime by going to the member's account in Palolo HQ and clicking Can sign up to see their invitation settings.

If a member doesn't sign up within two days of receiving their invitation, we'll send them a series of automatic reminder emails. You can also resend an invite reminder yourself anytime by following the steps above. 

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