Invite your team
Only admins can invite people.
Send an invitation
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Open Settings, then Users, and click Invite people.
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Enter their Email Address.
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Pick a Role. See Roles and access if you're not sure which.
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Pick their Teams. This decides which sites they can see once they join.
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Optionally, pick Collections to limit them to just those sites instead of their team's.
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Click Send invitation.
They get an email with a link. They click it, enter their name, choose a password of at least 8 characters, and they're in.
Things that trip people up
| What happened | Why |
|---|---|
| "Invitation expired" | Invitations last 7 days. Send a new one. |
| "Invitation already used" | Each link works once. They already have an account, so they should sign in. |
| An older invite email stopped working | Inviting the same email again replaces the old link. Use the newest email. |
| You can't invite someone | They already have a ServiceTags account. |
| They joined but see no tickets | They have no team or collection. See Roles and access. |
Teams
Teams are groups of people who cover the same sites, like "Ohio route" or "Night shift". Manage them on the Teams tab of the Users page.
Give a team access to a collection, and everyone on the team can see the sites in it. When a tech moves to a new route, change their team instead of their sites.
Signing in
On the web, people can sign in with a password or ask for a Magic link, a one-time sign-in link sent to their email. It expires after 15 minutes.
In the app, they use their work email and either their password or Email me a link. They can turn on Face ID or fingerprint unlock after that.
Forgot a password? Use Forgot password? on the sign-in page.