Invite team members and choose their roles

Send a team invitation

1. 1

   Open Employees

   Open Employees (the Team page) and select Invite. The invitation form can be opened from either the Employees or Crews tab.

2. 2

   Enter the person's details

   Enter Email Address, choose Role, and optionally add First Name and Last Name. Double-check the email address so the invitation reaches the account the person will use.

3. 3

   Send and review

   Choose Send Invitation. The person receives an email invitation to join your organization. Review pending invitations on the Team page, including the invited role and any expiry shown.

Choose access for the work they do

The invitation form offers Member, Manager, and Admin. Start with the role that matches the person's responsibilities. Members use the field workflow and can advance their own assigned jobs. Managers have operational editing access, such as job and service management. Admins can perform administrative actions such as inviting people and editing organization settings.

Invite controls are available to owners and admins. If you can see the team but do not have Invite, ask an owner or admin to send the invitation. An employee record and a job assignment are separate: after the person joins, select them on the relevant jobs.

Group people into a crew when useful

Use the Crews tab to create a named crew and select its members. A crew groups employees for job assignments. When you select that crew on a job, you can choose a Point Person from its members.

Check the crew membership before assigning several jobs. A clear crew name and an accurate member list make it easier to choose the right team on a busy schedule.