Inviting a member and choosing their role
Three roles — Owner, Manager, Front-desk agent — and an email invitation valid for 7 days.
Updated on
Members are managed in “Members” — under the “More” tab in the app. Only the “Owner” role can invite a member, change a role, or remove a member.
The three roles
| Role | What they can do |
|---|---|
| Owner | Everything: fleet, bookings, contracts, schedule, maintenance, reviews, finances, subscription, settings, and team |
| Manager | Fleet, bookings, contracts, schedule, maintenance, and reviews — no finances, subscription, settings, or team |
| Front-desk agent | Bookings and contracts with write access; fleet, schedule, maintenance, and reviews read-only |
Inviting
- Enter your colleague’s email address and choose their role.
- They receive an invitation link, valid for 7 days.
- They accept the terms and conditions, set their password, and join your agency.
An unused invitation can be canceled or resent — resending replaces the previous link. All of your team’s actions are recorded in the team log, kept for 12 months, and viewable by the Owner.