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Adding Team Members (Sending Invitations)

Updated

You add people by inviting them. PSS emails each person an invitation; when they accept and set their password, their status changes from Pending to Confirmed.

The Add New Team Member window: name, email, and role checkboxes for each person, with an optional message.
  1. Click Add Team Member above the list.
  2. In the Add New Team Member window, fill in the first person’s Name and Email under Team Member 1.
  3. Under Role(s), check one or more of Admin, Manager, and Technician.
  4. To invite several people at once, click Add Another Person and fill in the next person’s details. Use the trash icon on a block to remove that person.
  5. (Optional but recommended) Under Include a message (recommended), type a message to include in the invitation email—for example, instructions for downloading the mobile app.
  6. Click Send Invitation, or Cancel to close without inviting anyone.

Note: Name, a valid email, and at least one role are required for every person before the invitations will send. If an email address already belongs to a member of your team (pending or confirmed), PSS reports This email is already in use and does not send that invitation.

What the invitee receives

Each person gets an email with the subject Invitation from Your Company. It greets them by name, lists the role(s) you assigned, includes your message, and contains a Click Here link.

  • The link is valid for 14 days. After that it reads Invalid user invitation code or your code has been expired—use Resend Invite to send a fresh one.
  • Someone new to PSS is asked to set a password (at least 8 characters, entered twice) and is then signed in to the web app.
  • Someone who already has a PSS login (for example, a technician who also works for another company that uses PSS) is simply added to your team and signed in with their existing password.

New members appear in the list as Pending until they accept. Resend Invite from the ⋯ menu sends a new link (without your original message) and restarts the 14-day window; the previous link stops working.

Note: A new technician’s profile is pre-filled so routes can be built right away: Work Start Time is set to 08:00 AM, the Work Starting Address is your company address from Settings, the Color is Dark Brown, and every privilege is off. Adjust these on the profile (see 8.9). If you re-invite a technician you removed earlier, PSS restores their previous tech settings and privileges.