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How to invite an employee?

Check out the details regarding login methods and how to invite user to the system

Written by Kamil Wojewoda
Updated this week

Calamari offers several login methods for both web and mobile applications, ensuring flexibility and security for your team. You can choose one or combine multiple methods to suit your organization’s needs.

Login methods available

  1. Login with email and password

    Screenshot showing the login page in Calamari with only the username/password login option available, without SSO.

  2. SSO login via external tools (Google Workspace, Microsoft 365, Slack, Jira, Asana, Basecamp, SAML)

    Screenshot showing the login page in Calamari with only SSO login enabled and the option for username/password login disabled

  3. Both username/password and SSO login

    Screenshot showing the login page in Calamari with both SSO and username/password login options available

How to set up login methods

To set up login for your employees, follow these steps:

  1. Choose the login methods for your employees
    Depending on your preference, you can allow employees to log in using their username and password, SSO with an external tool, or both methods simultaneously.

  2. Configure your preferences
    Based on the login method you choose, follow the appropriate option below:

    A. If you want to use both SSO and login/password: Ensure the integration with external tools (like Google Workspace, Microsoft 365, etc.) is enabled.

    B. If you want to use login/password only: No further configuration is needed. Employees will log in using their username and password.

    C. If you want to use SSO only: Disable the login and password option. You can do this by going to Configuration → Permissions, and turning off the login via username and password. This will force employees to log in using SSO only.

Screenshot showing the configuration for enabling SSO login only, with the option for username/password login disabled in Calamari.

Send Invitations

Once you’ve selected the login method(s), you’ll need to send invitations to your employees to enable them to log in. The invitations can be sent from the Configuration → People section (click the envelope icon).

  • For selected employees: You can send individual invitations.

  • For all uninvited employees: You can send bulk invitations.

Screenshot showing how to send bulk invitations to all employees in Calamari from the 'Configuration → People' section

Screenshot showing how to send invitations to selected employees individually in Calamari from the 'Configuration → People' section

Screenshot showing how to send invitations to selected employees individually in Calamari from the 'Configuration → People' section

In the invitation email, employees will receive a link to set their password (if using username and password) or a prompt to log in via the chosen external tool (for SSO). The email will also include the organization’s domain name and the employee’s login (email address).

Important: Invitations are valid for 14 days from the date they are received.

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