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Add a member directly with a password

Create the member’s account yourself: their name, email, phone, roles and password. Their sign-in details are emailed to them, and they’re asked to change the password the first time they sign in.

3 minUpdated Oct 27, 2026

Open in Corteksa

Before you start · for owners and managers

The “Invite users” permission

You need: The “Invite users” permission

Steps

Open Settings → Members and choose Add User.

Enter the Full Name, Email Address and Phone Number.

Choose the User Roles (at least one role), and one team if you want.

Choose Auto Generate Password, or type a password yourself.

Choose Add User.

The member becomes active, their sign-in details are sent to their email, and they’re asked to change the password the first time they sign in.

How it works

If the email already has a Corteksa account, the form won’t add it directly, because a new password wouldn’t work with the existing account. The form switches to an invitation instead, with Send invitation, and the roles and team you chose go with it.

For a new person, an invitation is often simpler: they choose their own name and password. See Invite a teammate to your workspace by email.

An auto-generated password is safer than one you make up, because you won’t know it once the member changes it.

Working hours and capacity aren’t in this form. Once the member is added, set them from Edit user. See Set a member’s working hours and capacity for new clients.