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Invite someone to your account

Invite a colleague by email and choose their role, make an invite link for a group, or set someone up yourself with Add user.

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Give a colleague their own sign-in. The usual way is an email invite: they pick their own password, and you choose what they can do.

Before you start — you need to be an account admin or a fleet manager. To add a driver who will not sign in at all, use New driver instead — see Add a driver and give them a vehicle.

Steps

Go to People → Team & seats and click Invite someone, top right.

Type their Email Address (1) — claire.grech@dawracoaches.com.mt.

The Invite User window filled in for Claire Grech, with Email Address (1), Role (2) and Send Invite (3) highlighted

Choose a Role (2). Each one says what it allows in the list:

RoleWhat they can do
AdminEverything — people, vehicles, alerts, reports, billing and every setting.
Fleet ManagerVehicles, alerts, reports, zones and groups.
Office StaffSee vehicles, run reports and plan the roster. Can log fuel, odometer readings, expenses and reminders, and read drivers' documents.
Reports OnlySee vehicles and run reports only.
MechanicSee vehicles and manage vehicle issues.
InspectorSee vehicles and report vehicle issues.
DriverSee the vehicles they are given.

Click Send Invite (3).

Click Invite link beside the search. Choose the Role everyone who joins gets, and how long the link works under Link works for — 1 day, 7 days or 30 days. An Admin link works for one day only, because anyone who has it can join as an Admin. To let in only your own staff, type your company's domain in Email Domain (optional) — dawracoaches.com.mt. Click Generate Link, then copy it and send it however you like.

Set someone up yourself

Add user creates the person straight away with their name, email, phone and role. They get an email to sign in. A driver added this way gets the app only if a driver seat is free.

What happens next

The person gets an email with a link to set their password. Until they accept, the invite is listed under the table on Team & seats, in Invites waiting, and the Invites waiting tile counts it. Once they sign in they appear in the list with the role you chose.

An invite link is listed there too, until it expires. To stop a link or an invite working before then, revoke it from that list.

If it doesn't work

SymptomCauseFix
Invite someone is not thereYour role cannot add peopleAsk an admin on your account
They never got the emailIt went to spam, or the address has a typoCheck the address under Invites waiting. Revoke it and invite again with the right one
They joined from a link with the wrong roleEveryone who joins from a link gets the link's roleChange their role on their page — see Change someone's role
The link says it no longer worksIt expired, or it was revokedMake a new one with Invite link
A driver added with Add user has no appEvery driver seat was in useFree a seat or add seats with Manage plan, then Give the app from the ⋮ menu

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