Inviting Staff and Sending Login Instructions

A saved staff profile and a working login are separate parts of setup.

Initial setup

When you create an active profile with Full Access or Limited Access, CaseWyze initiates invitation setup using the selected role and primary email. A profile created with Disabled access can remain a record without login access. Applicant conversion creates new profiles without login access, so onboarding is still needed.

Review login information

  1. Open the staff profile's Overview.
  2. Inspect Access Level, Invited On, and the available Auth Access details.
  3. Confirm the correct primary email and whether a login user is linked.
  4. Use Send login instructions when offered and authorized.
  5. Have the recipient complete the received setup instructions.

Password help

For an eligible linked account, authorized users can use Send password reset. A masked password display does not expose the person's password. The recipient completes the reset process themselves.

If access still fails

Check profile status, organization access, email, invitation completion, required MFA, and the linked user. A sent invitation is not proof it was accepted. If the profile saved but invitation setup failed, correct the existing record rather than recreating the person.

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