Invite Team Members

Only company owners and admins (Managers in the team list) can manage members. Shop allows unlimited users; Solo allows 2; Free allows 1.

Send an invite

Go to Settings → Team → Team Members.
Use Invite a teammate / Send Invite. Enter their email and assign a role (Owner, Manager, or Staff — see Roles & permissions).
They get an invitation to create an account and join your company.

Pending invites show in the list with who invited them. You can Revoke or Delete an invitation that should not be used.

Email may not arrive The team screen warns that new teammates may not receive the email. After inviting, use Copy link and share the invite URL yourself (WhatsApp is fine).

What the teammate sees

When they open the link or sign up with that email, they get a You've been invited screen. Accept and join puts them in your company with the role you set. They can decline and create their own company instead. Walkthrough: Create your account.

Email/password signup uses a confirmation link ("Confirm email address"), not a 6-digit OTP. Google sign-in skips that step.

After they join

Set branch access: all branches, or restricted to selected branches. Owners are always all branches (locked).
Set a default branch so the location switcher opens in the right shop.
If they are a technician you pay commission to, also add them under Team → Employees / Staff — that record is the HR/commission profile, not the login itself. See Staff commission.

You cannot leave the company with zero Owner/Manager. You cannot demote the last Owner; promote someone else first.

Last updated: 8 September 2026