Invite and activate a team member

Accepting an invitation only creates team membership. Onboarding is not complete until you assign the required access and verify a first task with that person's account.

Before inviting#

1. Decide the real job, required properties, and who will approve access.
2. Ask the person to register and verify the agreed email address.
3. Confirm that the account already exists in Holidario. The invitation form does not create new users.
4. Choose the least-privileged role that allows the person to do their work.
5. Prepare any employee, owner, or provider profile that must be linked afterward.

Send the invitation#

1. Check the active team at the top of Settings.
2. Open Settings > Team.
3. Under Team Members, select Send Invitation.
4. Enter the exact email of the registered account.
5. Send it and wait for the confirmation message.
6. Ask the person to follow Register and accept an agency invitation.

Do not assign confidential information to an account with a similar address. The match must be exact.

Finish activation#

1. Confirm that the person appears as an active member.
2. If they appear under Assign missing roles, choose the correct role. Use the full matrix for combinations or reviews.
3. Grant property or resource authorization when the role is not broad by default.
4. Create or link the required operational profile.
5. Ask the person to sign in again if the menu does not update.
6. Test one first task with their own account and also test an action that should remain denied.

Errors and recovery#

• User not found: the account does not exist yet, or a different email was used.
• Already on this team: do not send another invitation; check whether the member is disabled, has no role, or lacks resources.
• Plan limit or no active subscription: the invitation is not sent; review Billing and Subscription.
• Invitation opened with another account: sign out and use the recipient email.
• Accepted but no modules appear: assign the role and authorizations; acceptance does not grant them.
• Email did not arrive: check spam and confirm the address. Holidario does not currently offer a clear self-service control to resend or revoke a pending invitation; avoid duplicate invitations and ask for help when the state cannot be resolved.

Completion criterion#

Record who approved access and what was tested. Activation is complete when the person finishes their first task, sees only the expected resources, and knows how to ask for help without using an administrator's account.