Business & Site Management

Inviting Collaborators & Team Invitations

Add staff members, managers, and accountants to your business dashboard with secure email invitation links and automated onboarding.

Inviting Team Members

To invite a new collaborator, navigate to Dashboard -> Team -> Collaborators (`/dashboard/collaborators`) and click "Invite Collaborator".

Invitation Dispatch Workflow

The invitation process operates as follows:

1. Enter Collaborator Email & Role: Provide the recipient's email address and assign an initial role (Admin, Manager, Staff, or Viewer).
2. Select Site Scope: Grant access across all sites or restrict the collaborator to a specific branch site.
3. Automated Email Dispatch: The system generates a secure 72-hour invitation token and sends an onboarding email.
4. Invitation Acceptance: The recipient clicks the link, creates or signs into their account, and is added to your organization.

Managing Pending Invitations

View all pending invitations in the Collaborators table. You can click "Resend Invite" to refresh expired tokens or "Revoke" to immediately cancel pending access.