Help Center | Adding New Team Members | Help Center

Add new team members by inviting them via email with their assigned role.

Adding a Team Member

Navigate to Settings → Users or Team Management

Click Invite User or Add Team Member

Enter required information:

- Email address

- First name

- Last name

- Role selection

Click Send Invitation

Invitation Process

User receives email invitation

They click the link to set up their account

Account is created with assigned role

Profile appears in team list

Required Fields

Email (must be unique)

First name

Last name

Role

Optional Fields

Phone number

Profile photo

Hire date

Additional notes

After Invitation

New users appear with "Pending" status until they accept the invitation and complete account setup.

Add new team members by inviting them via email with their assigned role.

Adding a Team Member

Navigate to Settings → Users or Team Management

Click Invite User or Add Team Member

Enter required information:

- Email address

- First name

- Last name

- Role selection

Click Send Invitation

Invitation Process

User receives email invitation

They click the link to set up their account

Account is created with assigned role

Profile appears in team list

Required Fields

Email (must be unique)

First name

Last name

Role

Optional Fields

Phone number

Profile photo

Hire date

Additional notes

After Invitation

New users appear with "Pending" status until they accept the invitation and complete account setup.

For Your Customers

For Your Technicians

For Your Business

Adding New Team Members

For Your Customers

For Your Technicians

For Your Business

Adding New Team Members

Adding a Team Member

Invitation Process

Required Fields

Optional Fields

After Invitation

Was this article helpful?

Related Articles

Adding a Team Member

Invitation Process

Required Fields

Optional Fields

After Invitation

Was this article helpful?

Related Articles