Only the owner can invite people.
Invite someone
- Go to Settings, Team.
- Type their Email.
- Under What they can do, pick a level (see below).
- Choose Their language and tap Send invite.
They get an email, open the link, choose a password (8+ characters) and tap Finish. Until then they show as Has not joined yet.
The levels
- Teammate: bookings, handovers, payments and customers. Refunds and waived charges go to the owner or a manager.
- Manager: the same, plus deciding refunds and waiving charges. No business settings.
- Owner: everything, including settings, billing and the team.
Managers and teammates don't see Settings, Reports, Buying a vehicle or the Ask anything… box, and can't import. On a vehicle page they don't see the purchase price, value or profit.
Change or remove someone
In Settings, Team, under the person's name:
- Level: switch between Manager and Teammate. It saves straight away.
- Send the invite again: if they haven't joined.
- Remove, then Yes, remove from the team.
Your plan decides how many team accounts you get: Free 1, Starter 2, Pro and Business unlimited. See Plans and billing.
Questions
My teammate didn't get the email.
Ask them to check spam, then tap Send the invite again under their name in Settings, Team.