Required role: Only Owners and Admins can invite members to an organization.
Steps
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 |
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
Manage Roles and Permissions
Learn how roles control access to different parts of Relyant.
Quick Setup Checklist
See what else you need to do to get fully set up.