# Invite technicians and office staff

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

Source: https://fieldbase.pt/help/en/invite-your-team

Language: en

Updated: 2026-09-16

Platform: Web

## Before you start

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

## 1. 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.

![Organization users and the New user action.](https://fieldbase.pt/help/steps/invite-your-team-1.png)

## 2. 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.

![Name and email in the invitation form.](https://fieldbase.pt/help/steps/invite-your-team-2.png)

## 3. 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.

![Role selection for the new user.](https://fieldbase.pt/help/steps/invite-your-team-3.png)

## 4. 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.

![Optional phone number and Save button before sending the invitation.](https://fieldbase.pt/help/steps/invite-your-team-4.png)

## 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.

## Continue learning

- [Create or access your account](https://fieldbase.pt/help/en/access-your-account)

- [Assign technicians and schedule a visit](https://fieldbase.pt/help/en/assign-and-schedule)