Once an admin has set up the organization and employees have been created, they can be invited into Lattice. To invite users, navigate to Admin > Organization > Directory. By default, invites will be sent by email.
There are a few ways to invite users to sign into Lattice:
If you would like to have employees automatically invited to Lattice, you can have this enabled by reaching out to [email protected]. Note: By default auto-invite is disabled.
Note: The Lattice invitation is not customizable.
Invite individual employees
Once your organization has been imported into Lattice via CSV or HRIS, employees can be found in the Created tab. In order for a Created employee to log in, they would need to be invited:
Navigate to the Created tab.
Search and find the employee.
Within the employee row, click ellipsis (...) > Send Invite.
Invite select users
You can invite a select group of users to Lattice by importing a CSV into Lattice. Learn more in Inviting Groups of Employees to Lattice via CSV.
Inviting all Created users
To invite all Created users, click Invite All Users within the gray banner.
The invitation email
Trigger: Employee is invited to Lattice
Customizable: No
Subject: Your Lattice invite has arrived!
Header: Join [Company] on Lattice
Body: [Company] uses Lattice to stay aligned and share feedback. Join the rest of your team by accepting the invitation.
Button: Join Team
Note: Only the notification text is included here. For a visual example of how email notifications appear, see Lattice Email Notifications.