In this article, we will go through how to invite users to your platform as an administrator
1. Navigate to "Users" on the sidebar menu
2. Click on "Invite User"
3. Enter your user's first name
4. Enter your user's email
5. Click on "Invite as"
6. Click on the role you want your user to join as
7. If available, click on "Location"
Note!
If you are inviting another administrator, location will not be visible because administrators are not attached to locations like other users.
If you are inviting a manager, location will be optional. If you do not assign a location to a manager, the manager will be prompted to create a new location when creating their account.
If you are inviting a contractor, location will be optional. If you do assign a location to your contractor, you will be able to mark them as a preferred choice for your work orders.
8. If available, select your location
9. When all done, click "Send Invitation" to send an invite link to the email you inputted
