Inviting Team Members

Send email invitations to drivers and staff members. Choose their role before sending — it determines what they can access.

Sending an Invitation

Click the Invite Member button on the Team page to open the invite dialog. Enter the person's email address and select their role. When you click Send invite, the system sends an email to that address with a sign-up link. The invite appears in the Pending list immediately.

Invite a team member

They'll receive an email with a link to join your team.

Email address*

james.carr@example.com

The invitation email is sent to this address.

Role*

Driver▾

Driver: can collect signatures and complete walkarounds. Staff: can create notes and manage operations.

Cancel

Send invite

What Happens After Sending

The invited person receives an email with a unique sign-up link. They click the link, set a password, and are taken directly into your team account. Their status changes from Pending to Active and they appear in the main team list with their role badge.

Resending or Cancelling Invites

If an invite expires or the person has not received it, you can invite the same email address again. The new invite supersedes the old one. There is no explicit cancel button for a pending invite — simply re-invite with the correct details if something needs to change.

Tell the invitee to check spam

Invitation emails occasionally land in spam or promotions folders. Ask the invitee to check there if they do not receive the email within a few minutes.

You cannot change a member's role after invite

The role is set at invitation time. If you need to change a member's role, contact support or remove and re-invite them with the correct role.

Common Mistakes

• Inviting the same email twice without the first invite expiring — check the Pending list first.

• Typing the email address incorrectly — the invitation goes to the wrong inbox and the correct person never receives it.

• Inviting a driver as Staff — they will see the full management interface rather than the simplified driver view.

Field Reference

Field	Required	Description
Email address	Yes	Email address of the person being invited.
Role	Yes	The role determines what the member can access.

Team Overview

Manage your team of drivers and staff members. Invite people, assign roles, and control who can create waste transfer notes.

Roles & Permissions

Understand what each role can and cannot do. Owner has full access; Staff manages day-to-day operations; Drivers focus on mobile job completion.

Managing Team Members

View active members, filter by role, search by email, and understand how to handle members who leave or change roles.

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