Your team
Invite your team
Owners and admins invite people from Settings › People with Invite people. Enter each person's email and pick a role. They get an email with a link to join, no password needed, and the invite lasts 14 days.
- Open Settings › People, or choose Invite people in the company menu.
- Click Invite people.
- Type an email address. To invite several people, add rows or paste a list of emails. You can invite up to 50 at a time.
- Pick a role for each person. Office is a good start for the office, and Field for superintendents and crews. See Roles and what each one can do.
- Click Send invite (or Send N invites).
What they do next
They open the email, sign in or create an account with the address the invite was sent to, and click Accept & join. If they're signed in with a different email, they'll see Sign out and switch.
If an invite doesn't arrive
Choose Invited on the People page. Each open invite has Resend, Copy link (only that email address can use it) and Revoke. An expired invite needs a new one.
Everyone who can sign in takes a seat, and open invites count too. If your plan is full, the invite is refused. See Seats.
Field and Viewer people only see the projects they're on, so add them to a project from its Team tab. See Add people to a project.
Did this answer your question?
Related articles
- Roles and what each one can doEveryone has one of five roles: Owner, Admin, Office, Field or Viewer. Owners, Admins and Office see every project. Field users see only the projects they're on, where they can create and update tasks, comment and upload photos. Viewers can look but can't change anything.
- How seats workA seat is anyone at your company who can sign in, whatever their role, Viewers included. Open invites count too. The Free plan covers 1 person and the Standard plan up to 10. Clients in the portal and companies in your Directory never take a seat.
- Add people to a projectOpen the project's Team tab, click Add from your company, pick the people and their job on this project, and add them. Field and Viewer people only see projects they're on, so add your superintendent and crew here.
Still stuck?
Signed in? Ask our support agent from the ? menu › Ask a question. Or write to us and a person will answer.