---
title: Manual invitations
slug: manual-invitations
docTags: 
createdAt: 2022-03-27T16:34:09.000Z
---

You can manually send invitations to users to make them members of your org. When you invite a user to ChartHop, they receive an email that allows them to set their password (if applicaple) and access ChartHop.

![](https://api.archbee.com/api/optimize/CXAjUAezd9VEEVQBIYmdw/6kLuV3J0AHMpsTUuHyxDx-20250922-022037.png)

To send an invitation to a user:

1. From the left sidebar, select **Access**.
2. From the sub-menu, select **Users&#x20;**&#x69;f not already preselected
3. From the **Users** page, select the primary button in the top right corner: "**Invite org members**" to launch the invitre or members flow
4. **Select people to invite** is the first step and will show all current employees in your org who have not yet been invited to ChartHop. Use a filter or individually select the people who you would like to inite to ChartHop.&#x20;
   1. Terminated and preboarding employees will not be shown here. [Preboarding](docId\:o84lTFv6kh2imp46wNwZP) employees can be invited from the Onboarding page.  &#x20;
5. **Review roles** will show you all of the roles that will be assigned to each user and their email address. It allows you to make edits to the assigned roles.&#x20;
   1. Emails are required for every user. &#x20;
6. **Customize invitation&#x20;**&#x61;llows you to make a one-off modification to the invitation template set in [Customizing invitations](docId\:sHqC9zYK5aSQvHcqoKOT7). &#x20;
   1. Toggle **Send notification using** "Do not send a message" if you don't want to send an email out to everyone at the time of invitation
7. **Review and Send** gives you a preview of what you are about to send.&#x20;
8. Click **Send invitations&#x20;**&#x74;o invite the users.&#x20;



:::hint{type="info"}
[Modules:](https://www.charthop.com/pricing/) <font color="#000000">**HRIS |** </font>**Engagement | Goals | Performance |&#x20;**<font color="#000000">**Compensation Reviews |** </font>**Headcount Planning**
:::

