Invite your team

Give each person a login with a name, an email and a role; they get an email to set their own password.

WhereSettings›HR›People

Everyone who uses the system has their own login. An admin invites them, picks the role that decides what they see, and they set their own password from the email.

Steps

  1. Open Settings, HR, People.
  2. Type their Name and Email.
  3. Pick their Role.
  4. Press Invite. The line under it says the invite was sent.

Another way: from Employees

  1. Open Team & Time in the menu and go to Employees.
  2. Press Add employee.
  3. Fill in Name, Email, Job title and Role, and press Add and invite.
  4. Their record opens. Hire date, next of kin, certifications and the rest go on it now or later.

The roles that come with the system

  • Admin: everything, including settings, roles and pay rates.
  • Sales Admin: every lead, quote and order, with discounts, payments and exports.
  • Sales: their own leads, quotes and orders.
  • Dispatcher: dispatch, inventory, the fleet and the schedule.
  • Warehouse: inventory, assets, pick and load lists, check-out and check-in.
  • Driver / Crew: their team's stops and clients.
  • Crew Assistant: their own stops, with status, photos and the items. Does not message clients.

You can change what any role may do, or make your own. See Roles and permissions.

Good to know

  • Change someone's role any time from the dropdown beside their name on the People tab.
  • Untick Active beside a name to switch that login off. Their history stays. Tick it again to let them back in. See Offboarding.
  • The invite link works once. If it runs out, they can press Forgot password on the sign-in page with the same email. See Sign in and set your password.

If something goes wrong

  • "Invite sent through the built-in mailer..." No mailbox is connected yet, so the invite went through a mailer that only reaches a few addresses an hour. Connect an email account under Settings, System, Connections, Services for reliable invites. See Connect your email.
  • Somebody already has that email. Each email can belong to one login only. Find the person on the People tab instead.
  • The Invite button is missing. Only an admin can invite people.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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