> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bayboard.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite a user

> Send a sign-in invite with a role and an optional roster link.

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."

<Frame>
  <img src="https://mintcdn.com/bay-board/lWDKrOUHSjnS_Uqz/images/users-and-access/invite-user-dialog.png?fit=max&auto=format&n=lWDKrOUHSjnS_Uqz&q=85&s=7749d61bc963b2001a6ed78d8b0953e1" alt="Invite User dialog with full name, email, role, and link to roster tech fields" width="448" height="310" data-path="images/users-and-access/invite-user-dialog.png" />
</Frame>

## Send the invite

<Steps>
  <Step title="Open Settings > Users">
    Open Settings from the left rail and pick **Users**. The header shows "Users (n)".
  </Step>

  <Step title="Click Invite User">
    Click **Invite User**. The dialog opens with the note "The invite expires in seven days."
  </Step>

  <Step title="Fill in the fields">
    | Field             | What to enter                                             |
    | ----------------- | --------------------------------------------------------- |
    | FULL NAME         | The person's name, 100 characters or fewer.               |
    | EMAIL (FOR LOGIN) | The address they will sign in with. The invite goes here. |
    | ROLE              | General Manager, Service Advisor, Foreman, or Technician. |

    An Owner / Admin cannot be invited. Each shop has one owner.
  </Step>

  <Step title="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 the person does not have a roster record yet, [add a technician](/team-and-roles/add-a-technician) first.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Validation messages you may see: "Enter a full name with 100 characters or fewer.", "Enter a valid email address.", and "Choose a role."

## 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?"
* **Revoke Invite** cancels the invite. The confirm reads "Revoke \[name]'s invite?"

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."

<Note>
  Invites expire after seven days. If one expires, send a new invite to the same email.
</Note>

## Related

* [Accept an invite](/users-and-access/accept-an-invite)
* [Change a role or deactivate an account](/users-and-access/change-a-role-or-deactivate)
* [Add a technician](/team-and-roles/add-a-technician)


## Related topics

- [Change a role or deactivate an account](/users-and-access/change-a-role-or-deactivate.md)
- [My hours](/reports/my-hours.md)
- [Set up your shop](/getting-started/set-up-your-shop.md)
- [Add a technician](/team-and-roles/add-a-technician.md)
- [Getting started](/getting-started.md)