Owner · 2 min
Invite a teammate
Invite a manager by email, then assign a mailbox only when they need one. Every new teammate gets the short interactive analysis guide.
Steps
- Open Settings → Team.
- Choose Invite teammate.
- Enter their work email, choose a role, and send the invitation.
- If needed, assign the correct mailbox. This controls which work they can see.
- The teammate accepts the invitation. On first sign-in, the interactive guide shows the request list, price, evidence, draft, and Help.
Need a person? Open Help at the bottom of the app and choose Message support.
Next useful stepAdd a driver and track a route →