Direct Invites
Direct Invites
1
Open the People page
Inviting members is a People operation. Navigate to the People record page to begin. You can also start invites from your Organization’s Settings under the Members subpage.
2
Click Invite People
On every record page, primary actions appear in the top-right corner. In the People page, click “Invite People.”
3
Enter email addresses
In the Invite People modal, paste or type one or more email addresses separated by commas.
4
Assign a role
Set a permission level for all invitees in bulk. You can learn more about permission levels here.
Importing People through SSO
Importing People through SSO
1
Connect your SSO provider
Connect your SSO during onboarding, or later from Organization Settings → Security.
2
Let the import run
Depending on directory size, syncing can take a few minutes up to ~30 minutes. We’ll pull available user data from your SSO and automatically send invitations to anyone not yet onboarded to Ebrai.
Importing People through Merge (HRIS)
Importing People through Merge (HRIS)
1
Go to Workspace Settings
Open the navigation sidebar and click your organization’s name. From the dropdown, select “Workspace Settings”.
2
Open "Integrations"
Merge is Ebrai’s integration provider for HRIS connections. You’ll find the available integrations on this page.
3
Click "Add Integration"
For the fastest path, click Add Integration. Alternatively, search for your HRIS by name in the list and proceed with its setup.
4
Complete your HRIS setup
Each HRIS has its own connection steps and required details. Follow the provider’s flow. After a successful connection, you’ll be redirected to your Home page.
5
Let the import run
Large datasets may take up to ~30 minutes to sync. We’ll import available HRIS data such as roles, positions, groups, objectives, and other relevant details. Invitations are automatically sent to anyone not already onboarded to Ebrai.
Custom Onboarding Flow
Custom Onboarding Flow
If your organization has requirements not covered by the flows above, reach out to us and we’ll work with you to design a tailored onboarding experience for your team.