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Plan the role
List what the person needs to do and which business or location they should work in. Reading reports, preparing food and managing account access are different responsibilities. Use the narrowest available access that lets them do their job.
Send an individual invitation
An authorized business administrator should invite the person's own email address through the membership controls. Check the address and role before sending. Never share the owner's password or forward an existing member's sign-in link.
Confirm acceptance
Ask the recipient to check the business and invited role before accepting. Verify the membership state afterwards; an invitation being sent does not mean it has been accepted. If it expires, use the supported replacement process instead of changing the recipient's identity.
Review and remove access
Revisit access when responsibilities change or someone leaves. Remove membership or permissions through the supported controls, and separately review any external accounts they could access. If a needed permission is unavailable, ask for help rather than granting unrelated administrator access.
Need help with this task? Contact Chyve with the relevant business and record reference. Keep passwords and private access links out of your message.