Invite your team and choose their roles
On Essentials only.
Invite each person by email, with a role. Nobody joins your company without saying yes.
Steps
- On the web, click Team in the menu, under People.
- Under Invite someone, type their Email, and their Name if you like.
- Choose a Role, then click Invite.
- They get an email. They sign in with that same address, on the phone or the web. With no password yet, Email me a code on the phone is the quickest way in.
- They see You have been invited and tap the Join button with your company's name on it.
- Until they answer, they are under Waiting for an answer. Click Send again to resend, or Withdraw to take the invitation back.
Good to know
- The roles:
- Technician works from the phone app, on the jobs given to them. Only Technicians have a row on the Dispatch board.
- Dispatcher works the office screens, including Dispatch and Stock.
- Salesperson works the office screens, including Requests and Texts.
- Manager works the office screens, plus Team, Company, Import, Profit and Campaigns. A Manager can invite anyone but an Admin.
- Admin sees everything. Only an Admin makes an Admin, changes a role or switches someone off.
- An Admin changes a role from the list at the top of the Team tab.
- Switch off takes someone's access away at once. Their work stays. Switch back on returns it.
- The owner is always an Admin and cannot be switched off.
- An invitation lasts 14 days. After that it shows expired - click Send again.
- If the email could not be sent, the message says so. Tell them to sign in with that address and they will see the invitation.
- Someone already working for another company sees a banner with Join and No thanks.
- Business and Enterprise have no Team tab. People are added to your Staff list and sign in with their Microsoft work account.