Invite your team

Adding your team means field techs capture data and managers review it from one place. Owners and admins can invite on the web or in the mobile app.

On the web

1. In the sidebar, open Team, then choose Team members.

2. Select Add member.

3. Enter their Email, pick a Role (Member or Admin), and select Add.

You can also paste several emails under Bulk invite and select Send invites. Pending invites appear under Pending invites — Resend or Revoke as needed.

In the mobile app

1. Open the account menu (avatar), then tap Team.

2. Tap Team members.

3. Tap Invite member.

4. Enter their Email and tap Send invite.

They receive an email with a link to join.

Roles

Roles control what each member can see and change. See Manage team roles.