Bringing someone new onto your team starts on the Users page of the web dashboard. From there you can send an invitation that delivers a secure sign-up link to their inbox — no account setup or manual provisioning required.
You can invite one person or paste a whole list at once, optionally pre-assign roles so they arrive with the right permissions, and track who hasn't accepted yet from the Pending Invites tab.
Step 1
Open the invite panel
Go to Users in the sidebar, then click Invite Users. A slide-out panel opens where you can enter who you'd like to bring on board.
Step 2
Enter their email
Type the invitee's email address and press Enter to add it. You can add several at once — paste a list separated by commas, spaces, or new lines (up to 50).
Step 3
Pre-assign a role
Expand Assign Roles to pick the roles each invitee should start with. Roles control which features and permissions they get — saving you from configuring each person later.
Step 4
Send the invite
Click Send Invite. Each person receives a secure sign-up link by email — no manual account setup needed.
Step 5
Track pending invites
Open the Pending Invites tab on the Users page to see everyone you've invited who hasn't accepted yet. From there you can resend or cancel an invite at any time.
Keep reading
Tutorial
Create a role
Define what your team can see and do — create a role with a name, scope, and permissions, all from the web dashboard.
Web dashboardTutorial
Fill out a form
Submit a visit note, incident report, or any other configured form — drafts autosave so you can pause and pick up later.
Mobile appTutorial
Accept a new shift
Move pending shifts to Confirmed so they show up in your roster and are ready to clock into.
Mobile app