How the Zingage Auto-Invite Feature Works

📍Where are the Auto Invite Settings Located?

In the left Navigation pane, go to Settings > Click Company Settings > Click Invite Settings:

You can also scroll down this section to add restricted email addresses, names, and profiles that will prevent Zingage from inviting the people you do not want on Zingage:

When new caregivers are added to the EHR (WellSky, AlayaCare, AxisCare, etc.), Zingage automatically begins the process of creating their accounts—however, invitations are not sent immediately. Here’s a breakdown of how it works:

✨ What Happens Behind the Scenes:

1. Caregiver is added to the the EHR

2. Within 24–48 hours, Zingage automatically generates their profile

3. If your agency’s auto-invite settings are enabled for their employee group, Zingage will automatically send an invitation—but only after the caregiver meets the requirement. For example: this photo shows that auto invites are on for All Employees with invites being sent after the caregiver completed their first visit:

4. If auto-invite is not enabled, their profile will remain in the Not Invited section of the Employees tab, and a staff level user will need to manually invite them

✅ Our Recommendation

To ensure everything flows smoothly and avoid inviting caregivers before they’ve met the required criteria (like completing a visit), we recommend the following:

• Hold off on manually inviting new users

• Allow Zingage to automatically invite them once all requirements are met

This helps prevent confusion and ensures that caregivers only join the platform when their account is fully set up and ready to go.