In this article
How invitations work
Adding someone to your workspace is done through an invitation. You fill in their details, hit send, and they receive a secure link by email. When they click the link and sign in — whether they already have an account or create one — they are immediately added to your team with the role and job title you set.
Until they accept, the invite sits in a Pending state in your team list. You can see exactly who has accepted and who hasn't at any time.
Only Managers and Admins can invite new team members. If you don't see the invite button, your role doesn't include team management permissions.
Learn more about roles & permissionsStep-by-step invite flow
Open the invite popup
Go to your Team Members page and click the Add Team Member button in the top right. A popup opens in the center of the screen. On mobile it rises from the bottom of the screen.
Fill in their details
Enter their email address and select a role — both are required. If your organization has multiple locations, select the one they belong to. If you only have one location it fills in automatically. Job title is optional and can be set now or later from their profile.
Send the invite
Click Send invite. The popup closes and the member appears in your team list with a Pending status. They receive an email with a secure sign-in link.
They accept and join
When they click the link, they sign in or create an account. Their status changes from Pending to active and they can immediately access the platform with their assigned role.
What each field does
Email address
Where the invitation will be sent. Make sure it's the address they actively check — the invite link only goes to this email.
Role
Controls what the member can access in the platform. Options are Owner, Manager, Dispatcher, and Technician. This must be set before the invite can be sent.
Learn about rolesJob title
OptionalAssigns a structured title from your saved list. Job titles link the member to specific service categories for dispatch matching. You can always set or change this later from their profile.
Learn about job titlesLocation
Which workspace location this member belongs to. If your organization only has one location, this field fills in automatically and is shown as read-only — you don't need to do anything. If you have multiple locations, you'll select from the dropdown.