How to Invite New Remote Users

Once your organization has a Cloudica™ account, Owners and Managers can begin inviting team members to register and join the workspace.

How to Access the Invite Page

There are two ways to navigate to the Invite page from the dashboard:

Option A (Direct): Click the User Menu on the right side of the header and select Send Invite.
Option B (Via Manage Users): Click the User Menu, select Manage Users, and click the Invite button located on the left panel.

The Invite page displays the invitation setup form alongside a list of your Pending Invites or Generated Links.

Method 1: Inviting via Email

This method sends an exclusive, trackable registration link directly to the user's inbox.

How to Send an Email Invite:

Type the recipient's email address. To add multiple users at once, separate the emails with a comma or press Enter after each one.
Select the Manager the invitee will report to.
Choose whether the invitee will join as a Remote User or a Manager.
Select a designated team from the dropdown (Optional).
Click the Invite People button.

Invitees will appear in the Pending Invites list until they complete registration via their email.

Alternative: Copying an Exclusive Email Link

If a user experiences a delay in email delivery, you can manually extract their unique link:

Locate the user's email under the Pending Invites list.
Hover over their data card and click the Link Icon that appears.
Copy and paste the link to send to them directly. This link is exclusive to that specific email address.

Canceling an Email Invitation:

To revoke an invite before it is accepted, hover over the user's card in the Pending Invites section and click the X icon. The link will instantly become invalid.

Method 2: Inviting via Link or QR Code

This method is perfect for onboarding groups of people simultaneously without needing to enter individual email addresses beforehand.

How to Generate a General Link/QR Code:

Click the Invite via Link / QR tab on the Invite form.
Set the Manager, Role, and Team that anyone clicking this link will automatically be assigned to.
Click Generate Invite Link and QR.
Copy the URL or download the QR code from the pop-up to share with your candidates.

Managing and Reviewing Generated Links

All generated general links are stored directly beneath the invite form for reuse or monitoring.

Tracking Registrations: On any generated link card, you can view the assigned role, manager, team, creation date, and a counter showing how many users have joined through it.
View Registered Users: Click the counter number on the card to open a pop-up displaying the specific names of the users who registered using that link.
Deactivating a Link: If you want to stop accepting new sign-ups from a specific link, click its Kebab Menu (three dots) and select Deactivate. Deactivated links cannot be reactivated.

Next Steps After Registration

Once a user completes their registration through any of these methods, the system automatically configures their profile:

Immediate Access: The user can log in to the Cloudica™ Desktop App and the Application Dashboard.
Tracking Activity: Their tracked time, screenshots, and daily reports will begin streaming live to the dashboard and will be visible to their assigned managers.
Roster Updates: The user will automatically appear in the workspace's Active Users list and the interactive Org Chart.