Invite your team.

Steps

1. Open Team (on a phone: the Team tab).
2. Under Invite someone, type their email.
3. Choose their role (see the table below).
4. Press Send invite. They get an email with a button to join.
5. Until they join, the invite is listed under Invites waiting, with the date it stops working. Sent it to the wrong address? Press Cancel invite. The link stops working at once.
6. When they join, they move up to On the team.

The link works for 7 days and only for the email address you typed.

What the person you invited does

1. They open the email and press Join followed by your business name.
2. They type their name and choose a password. (If they already have a VOBIX account with that email, they sign in instead.)
3. They confirm their email, the same way you did.
4. They press Join. They are in.

What each role can do

Today Office and Field can do the same things. They will differ as VOBIX grows: office staff will work with customers and quotes, field staff with the jobs they are sent to. Choose the one that fits the person now, and you will not have to change it later.

Removing someone

On Team, press Remove next to their name. They can no longer open your business, starting with their very next tap. A business always keeps at least one owner, so the last owner cannot be removed.

If it goes wrong

• "That person is already on your team." They are listed under On the team.
• They say the link does not work. It may be older than 7 days, already used, or cancelled. Send a new invite.
• They see "This invite was sent to a different email". They are signed in to VOBIX with another address. They should sign out, then open the invite again.
• The invite never arrived. Ask them to check spam. Then cancel it and send a new one, checking the address.