How to invite an employee?
Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated over a week ago

Calamari offers three ways for users to log in to the web and mobile application:

  • sign in with login and password

  • SSO login with an external tool: Google Workspace, Microsoft 365, Slack, Jira, Asana, and Basecamp

  • sign in with login and password and SSO login

If you want employees to use SSO exclusively, you can disable the login and password option.

1. Sign in with login and password

To allow your employees to access Calamari using login and password, you should send an invitation to users (selected or all). The invited user will receive an email with a link to set a password, the organization's domain name, and the user's login (email address).

You can send invitations to employees under the Configuration → People (envelope icon):

  • For a selected employee

  • Send an invitation to all uninvited employees

  • All employees

IMPORTANT: The invitation to Calamari is valid for 14 days from the date of receipt.

2. Sign in to Calamari using SSO with an external tool

To allow your employees to log in to the Calamari application using SSO with an external tool, need to:
1) Be sure that Calamari integration with an external tool is activated
2) Send your employees the organization's domain name. You can use utilize the below example:


Hello there,

I would like to invite you to use our HR system - Calamari. Click the below link and use SSO to log in to the app.

Web address: [PASTE YOUR COMPANY DOMAIN LINK HERE]

Then, choose [TYPE NAME OF THE TOOL] icon and confirm logging in.

Below, you can find some helpful instructions:

Regards,


On the login window, employees will see the options for SSO login and can select the appropriate option:

Remember to disable the login option with login and password in ConfigurationPermissions:

3. Sign in with login and password and SSO login

If you want to make both options available to employees, send an invitation to Calamari as instructed in step 1, and make no changes under Configuration → Permissions.

This way, employees will be able to use both options:

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