Add your team

Everyone signs in with their own email address. You invite them and they choose their own password.

Invite someone

1. Open Settings, then Users.
2. Select Invite user.
3. Enter their Email address, Full name and Mobile number.
4. Choose a Type:
   • Office staff for anyone using Sustainable ERP on a computer.
   • Engineer (mobile app) for people out on jobs. They use the engineer app, not the website.
5. Choose their Roles and Branches. See Roles explained if you’re not sure.
6. Select Invite user.

They get an email with a link to set their password. If it doesn’t arrive or runs out, open their menu and choose Resend invitation.

Emails not arriving?

Sustainable ERP needs an email service connected before invitations go out. If nobody receives their invite, see Emails aren’t arriving.

Record engineers’ certificates

If some jobs need a ticket (Gas Safe, F-gas and so on), record who holds what. The planner then warns you before you book someone without it.

1. In Users, open the engineer’s menu and choose Skills & certificates.
2. Select Add skill, pick the skill and enter the expiry date.

An expired certificate counts as missing. Add the list of skills first in Settings → Skills.

Next

Add your first customer and site