Required role: Only Owners and Admins can invite members to an organization.
Steps
Go to Members
In the left sidebar, click Members.
Click Invite Member
Click the Invite Member button in the top-right corner of the Members page.
Enter the member's email
Type the work email address of the person you want to invite. You can invite multiple people at once by adding multiple email addresses.
Assign a role
Select the appropriate role for this member:| Role | Best for |
|---|
| Admin | Department heads, operations managers |
| Manager | Team leads who manage work orders and bookings |
| Technician | Maintenance staff who complete work orders |
| Requester | Staff who submit requests but don’t manage them |
Send the invitation
Click Send Invitation. The member will receive an email with a link to accept the invitation and set up their account.
What happens next
The invited member will receive an email invitation. Once they accept it and sign in, they’ll appear as an active member in your organization with the role you assigned.
You can view pending invitations from the Members page and resend or cancel them at any time.
Next steps
