Invite and manage users
For owners and managers
Invite someone
Section titled “Invite someone”See Add your team. In short: Settings → Users → Invite user, choose Office staff or Engineer (mobile app), pick their roles and branches.
The invitation didn’t arrive
Section titled “The invitation didn’t arrive”Open their menu in Users and choose Resend invitation, or Copy invite link to send the link yourself (by text or chat, for example). Use Copy invite link if invite emails aren’t set up yet.
The link works once and expires in 7 days. They open it, choose their own password, and are signed in. Engineers then sign in to the mobile app with the same email and password. Copying a new link stops the old one working.
Change someone’s role
Section titled “Change someone’s role”Open their menu in Users, choose Edit user, change their Roles or Branches, and select Save changes. It takes effect the next time they load a page.
Someone’s left
Section titled “Someone’s left”Choose Deactivate. They’re signed out everywhere straight away and can’t sign in again. Their name stays on the jobs they worked on. Choose Reactivate if they come back.