Invite Contractor in Your Organization

In Invoicera, a contractor is an external worker or freelancer who is provided with limited access to the account to collaborate on specific projects. Contractors can log in to Invoicera to track time, view assigned tasks, and work only on the projects they are invited to. However, they do not have access to sensitive financial information such as invoices, payments, expenses, bank details, or account settings. This role is designed to help businesses collaborate efficiently with freelancers while maintaining data security and control, ensuring that contractors can contribute to project work without managing or viewing billing and financial data.

Steps To Follow: -

Step 1. Log in to the application using valid credentials.

Step 2. Go to the People module and click on the Staff module.

Step 3. Click the New Staff button; a dropdown menu will open.

Step 4. Select Invite Contractor from the dropdown.

Step 5. Enter all required details and click Invite Staff.

Step 6. A pop-up will appear on the screen showing a sample invitation email.

Step 7. Click the Send button.

Step 8. A confirmation message will appear at the top, stating that the invitation has been sent successfully to the contractor.

Step 9. The contractor will be added to the staff listing with Status = Pending.

Step 10. The contractor should check their email inbox and click the Accept Invitation button.

Step 11. They will be redirected to the Sign-Up screen; enter all required details.

Step 12. Click on the Create Your Account button.

Step 13. Check the inbox again and click Activate Your Account Now. You will then be redirected to the Step 1 and Step 2 onboarding process.

Step 14. After accepting the invitation and completing onboarding, the contractor’s status will change to Accepted.

Step 15. The Admin account email id will be added as a client in the contractor’s account.

Updated on: 08/01/2026