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Team & permissions / Help guide

Invite agents, managers, and drivers

Add people to an organization with the correct role, branch, and capacity.

1 min readPublished 18 October 2026

Send an invitation

  1. Open Team in the web dashboard if your role can manage members.
  2. Enter the person’s own email address and choose the role offered for their work.
  3. Choose the correct branch when your workspace uses branches, then send the invitation.
  4. Ask the person to accept the email and sign in with the same address.
  • A pending invitation may reserve a team seat.
  • A driver needs an available paid driver slot as well as a team invitation.
  • Role and branch choices control access; check them before sending.