Inviting your team

Open Team and send an invitation with the role you want the person to hold.

What happens on their side

They get an email with a link, set a password (minimum 8 characters), and then verify a code we email them. It is two steps, not one — people who set the password and close the tab are not finished, and will not be able to sign in.

Invitations expire after 7 days

If someone sat on it for a week or more, it is dead. Send a fresh one rather than waiting.

Who you can invite

• An owner can invite any role, including another owner.
• A manager can invite managers, inspectors and customers — not owners.

If the invitation will not send

Three things cause this, and they are all common:

• Out of licences for that role — see Licences and seats. Remember a pending invitation is already holding a seat.
• "Pending invitation already exists" — someone already invited that address. Cancel the old one or wait for it.
• "User already belongs to an organisation" — a person can only be in one organisation on one address.

Picking the role

Give the least access that lets someone do their job — see Roles and permissions.

Choose carefully at invite time: only an owner can change someone's role afterwards, and nobody can be promoted to owner once they have joined.