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Invite members

Bring new operators, recruiters, and team members into the platform.

What this is

Adding members to your account. Admins send invites. The invitee completes setup from a link in email.

How to invite

  1. Open Admin Settings → Members in the operator portal.
  2. Click Invite.
  3. Enter email, role, and one or more organizations.
  4. Click Send Invite.

The invitee receives an email with a link, confirms identity, and sets a password.

Expired invites

Invites expire after 7 days. For a pending invite, an Admin can Resend Invitation from the Members list.

After acceptance

Team Members open the Team Member mobile experience. All other roles open the operator portal. The assigned role controls what they see on first login.

Common situations

Multiple organizations. Assign the role and every organization on the invite, or add organizations later from the member record.

Role change. From Members, change the role on the member record. Do not send a new invite.

Remove access. Deactivate member from Members. Historical data stays attached for audit.