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Add Staff Member

Suppliers can add team members to their organization by inviting staff through the Settings section. This function is restricted to users with administrative access. Staff members receive a secure email link to complete their account setup.

To initiate the onboarding process, administrators navigate to the gear icon from the left-side widgets on the home page. From there, they can send an invitation to a staff member by providing their email address. The system displays the invitation status and allows administrators to resend or cancel pending invitations.

Quick Check - Before You Start
  • Confirm you are logged in as a supplier administrator (only admins can invite staff)
  • Use an email address that is not already tied to another user in the platform
  • Know that you can resend or cancel invitations from the staff list if delivery or timing is an issue

Steps to Invite a Staff Member

Step Description
1 Navigate to the left-side widgets on the home page.
2 Click the gear icon to open the settings panel.
3 Select Staff, then enter the staff member's Email Address.
4 Click Invite to send the onboarding email.
5 The email address will appear in the invitation list with its expiration date.

Supplier Portal Staffs

Email Invitation Status

You can manage invitations directly from the staff list — resend invitations by clicking the refresh icon or cancel them by clicking the X icon.

Notes

  • Make sure the email address is not already associated with an existing user account.
  • If the invited staff member does not receive the email, you can resend the invitation.
  • Expired or unwanted invitations can be cancelled at any time.

Troubleshooting

Why is the Invite option missing or disabled for me?

Staff invitations are limited to administrator users; other roles will not see or cannot use the invite flow.

Steps to resolve:

  1. Confirm with your organisation that your account has admin access to the supplier portal
  2. Log out and back in after a role change
  3. If you should be an admin, ask an existing administrator to verify your role under Settings > Staff
The staff member did not receive the invitation email—what can I do?

Messages can be filtered as spam, sent to the wrong address, or blocked by the recipient’s mail system.

Steps to resolve:

  1. Check the email address for typos in the invitation list
  2. Ask the recipient to check Spam or Junk folders
  3. Click the refresh icon in the staff list to resend the invitation
Why can’t I invite this email address?

The platform rejects duplicates when the address already belongs to an existing user.

Steps to resolve:

  1. Confirm whether that person already has a 3 Clicks account under a different company or role
  2. Use a unique work email that is not registered elsewhere in the system
  3. Cancel any expired invitation for the same address, then send a fresh invite if appropriate