Logins and invitations
An employee record and a Cadre login are two different things. The record is what your organisation keeps about the person. The login is how they sign in. An employee needs a login, linked to their record, to request leave, see their payslips or sign documents in Cadre.
Who can give, change, link or unlink a login: Owner, HR admin.
Three ways a person gets a login
Section titled “Three ways a person gets a login”- When you add them. Tick Give this person a Cadre login on the Add person form. See Add an employee.
- In a spreadsheet import. Put Yes under Cadre login. See Import people.
- Later, from their profile. See below.
You can also invite someone from Settings → Members and tick This person is an employee to link them to their record at the same time. See Members and roles.
See where a login stands
Section titled “See where a login stands”Open the person’s profile and select the Login tab.
Login shows one of these:
| Status | What it means |
|---|---|
| No login | No login is linked to this record. The person can’t use self-service yet. |
| Invited | They have been sent an invitation and are a member of your organisation. |
| Active | They are a member and can sign in. |
| Suspended | Their membership is suspended, so they can’t use it here. |
| Removed | Their membership of your organisation has ended. |
| Login, not a member here | The linked login isn’t a member of your organisation. |
While they are Invited, Invitation shows when they were first invited, when the invitation was last sent and, if it has gone more than once, how many times.
The tab also shows the address they Signs in as, their Roles, and, if people report to them, that they are a manager for those people. Open History to see every time the login was linked or unlinked, by whom and why.
Give a login from the profile
Section titled “Give a login from the profile”-
On the Login tab, select Give a Cadre login.
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Check the Email and choose the Roles. At least one role is needed.
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Select Give login.
They are emailed an invitation. If they already have a Cadre login, they keep every role they already hold in your organisation and gain the ones you chose. Nothing takes a role away.
A person who has left and has an ended membership can be given a login again the same way.
Send an invitation again
Section titled “Send an invitation again”If someone hasn’t accepted their invitation, for example because the email went to spam or the link to set their password has expired, send it again:
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On the Login tab, select Resend invite. It shows only while they are Invited.
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Cadre emails them a new link to set their password, and the email from Cadre saying which organisation and roles it is for. The link in any earlier invitation stops working.
You can send an invitation again at most once every 5 minutes. If it went less than 5 minutes ago, Cadre says when it was sent and when you can send it again. Selecting the button twice never sends two emails.
To send every waiting invitation at once, use Resend all pending in Settings → Members. See Members and roles.
Change their roles
Section titled “Change their roles”On the Login tab, select Change roles, choose the roles, then select Save roles. Managers need no role: people reporting to them make them one.
Link an existing member’s login
Section titled “Link an existing member’s login”Sometimes a person already signs in to your organisation, for example as a payroll admin, and you add their employee record afterwards. Link the two so that they also get self-service:
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On the Login tab of their record, select Link a member’s login.
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Search for the member by name or email. Only members who aren’t already linked to a record are offered.
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Select Link.
Suggested links
Section titled “Suggested links”When a member’s email matches an employee record that has no login, Cadre suggests the pair: on the record’s Login tab, and under These logins may belong to these employees in Settings → Members.
Unlink a login
Section titled “Unlink a login”On the Login tab, select Unlink, say why, and select Unlink. The login stays a member with the same roles, but stops being this person, so it no longer sees this record’s leave, pay or goals. The reason is kept in the login’s history.
One login, one person, in each organisation
Section titled “One login, one person, in each organisation”- A login can be linked to only one person in your organisation, and a person to only one login. Cadre refuses a second link rather than replace one silently.
- Links are kept per organisation. Linking or unlinking a login in your organisation changes nothing in any other organisation that person works for, and Cadre never tells you whether they work anywhere else.