Invite and remove members
With an invitation, you give colleagues access to your organisation. We show you how to invite members and, if necessary, remove them again.
1.Prerequisites
You have the Admin role, know the person's email address, and know which role they should be assigned. To find out what each role is permitted to do, please see Roles and permissions.
2.Step by step
- 1.Click Organisation settings at the bottom of the sidebar and open the Members tab, where the Organisation members list shows the name, email address, and role of all members.
- 2.Click Invite member in the top-right corner to open the invitation form on the right.
- 3.Under Email address, enter the address of the person you wish to invite.
- 4.Next, select the appropriate role under Role.
- 5.The Internal note is already pre-filled with text, so you can leave it unchanged.
- 6.Finally, click on Send invitation.
- 7.If you wish to remove a member, click the bin icon in the member's row, in the Actions column, and then confirm when asked whether you really want to remove the person.
3.Result
The invited person receives an email with an invitation code and link and appears in the list as soon as they have registered.
4.Note
Since your drivers do not need an account, please invite only people who perform administrative tasks in the office, such as those in dispatch, fleet management, or accounting. Please also note that open invitations do not appear in the list and cannot be withdrawn.
The organisation must always have at least one admin, so an admin can only remove themselves if there is already another admin.