Invite technicians and office staff

Give a colleague access and select the roles they need for their work.

Before you start

You need permission to manage users and an available seat if your plan has a limit.

Open user management

In Organization, open Users and search for your colleague’s email first to avoid duplicates. For a new account, choose New user.

Enter name and email

Enter the full name and an email the person can access. You can add a phone number. The invitation to set a password is sent to this email.

Choose roles

Select Technician for field work and administrative roles only when needed. A person can have more than one role. Review the selection before saving.

Save and follow up on the invitation

Save the user and ask your colleague to open the invitation. After their first sign-in, check that they can access the expected areas before assigning work.

Check the result

Your colleague appears in the user list with the selected roles and can sign in after accepting the invitation.

If something gets in the way

Unable to create a user?

Read the message shown: the email may already be used, the seat limit may be reached or you may lack permission. Ask the organization owner to review access and plan usage.