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Accounts are created by invitation. Owner / Admin and General Manager send invites from Settings > Users. Foreman can open the Users tab but sees “View only. User access is visible from your role but cannot be changed.”
Invite User dialog with full name, email, role, and link to roster tech fields

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Send the invite

1

Open Settings > Users

Open Settings from the left rail and pick Users. The header shows “Users (n)”.
2

Click Invite User

Click Invite User. The dialog opens with the note “The invite expires in seven days.”
3

Fill in the fields

  • FULL NAME The person’s name, 100 characters or fewer.
  • EMAIL (FOR LOGIN) The address they will sign in with. The invite is sent to this email address on file.
  • ROLE General Manager, Service Advisor, Foreman, or Technician. Pick one role.
An Owner / Admin cannot be invited. Each shop has one owner.
4

Link a roster tech (Foreman and Technician only)

When you choose Foreman or Technician, a LINK TO ROSTER TECH field appears. It lists “Not linked” and every roster technician that is not already linked to an account.The app explains: “This link, not the email address, connects the account to a schedule column. Pick the roster record this person works. Selecting none is allowed, but the person will see setup-incomplete until linked.”If they are not on the roster yet, add them in Settings > Team.
5

Click Send Invite

Click Send Invite. On success you see “The invitation email to [email] is on its way.” The person now appears in the Users list with an Invite pending chip.
Validation messages you may see: “Enter a full name with 100 characters or fewer.”, “Enter a valid email address.”, and “Choose a role.”

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Resend or revoke an invite

Click a pending invite in the Users list. The detail shows Full name, Email, Role, Sent, Expires, and an Intended roster tech card.
  • Resend Invite emails a fresh link. The confirm reads “Resend [name]‘s invite?” Click confirm to send it.
  • Revoke Invite cancels the invite. The confirm reads “Revoke [name]‘s invite?” Click confirm to cancel it.
The app notes: “Resending emails a new link and expires the previous one, so the invitee always has exactly one that works. Revoking cancels the emailed link outright.”
Invites expire after seven days. If one expires, send a new invite to the same email.
Last modified on August 27, 2026