Inviting your team

There are two ways to add people to your organization.

1. Invitation codes (recommended)

From Invitations in the web app, create a code for a specific person. You can pre-set their role, work mode, specialty and schedule before they even join — so they land fully configured. Send them the code; they enter it when registering on mobile (or accept via the link).

Invitation codes are single-use, expire, and can be revoked at any time before they're accepted.

2. Your organization join code

Every organization has a join code (see Settings → Organization). Share it with people who should request to join. Depending on your join policy, requests are either auto-approved or land in Join Requests for an admin to approve and assign a role.

Managing members

Under Members you can see everyone, change roles and permissions, and remove people. Under a technician's profile you can set their weekly schedule and approve time-off.

Web vs mobile: office staff sign in on the web; field technicians use the mobile app. A person's access profile decides which platform(s) and features they get — see Roles & access.