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 get. To find out what each role is permitted to do, 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 to open the invitation form on the right.
- 3.Under Email address, enter the address of the person you want to invite.
- 4.Then 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 Send invitation.
- 7.If you want to remove a member again, click the bin icon in the Actions column of the member's row and then confirm the prompt asking whether the person should really be removed.
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, invite only people who manage things in the office, for example in dispatch, fleet management or accounting. Please also note that open invitations do not appear in the list and cannot be withdrawn.
There must always be at least one admin in the organisation, so an admin can only remove themselves if there is already another admin.