Inviting Users

Add new users to your organization by sending email invitations.

How to Invite

1. Go to the users page
2. Click “Invite User”
3. Fill in the invitation details
4. Send the invitation

Invitation Fields

Email Address

The email where the invitation will be sent. The recipient will use this email to create their account or link an existing account.

Role

Choose the permission level for the new user:

• Administrator - Full management access
• Member - Standard user access

Note

You cannot invite someone directly as an owner. Invite them as an administrator first, then promote them.

Worker Type

Specify how this person will primarily work:

• Office - Access to the full office portal
• Field - Optimized for mobile app usage

Invitation Process

After sending:

1. The recipient receives an email with a unique link
2. They click the link to accept
3. They create an account (or link an existing one)
4. They gain access to your organization

Managing Invitations

On the users page you can:

• View pending invitations
• Resend invitation emails
• Cancel invitations that have not been accepted yet

Invitations expire after 7 days. You can resend to generate a new link.