Invite Co-Workers
An invitation is how you add a worker to your Hauler team. They get a signed link by email or text, then accept it and finish their login. You need Administrator access.
- Go to Admin > Workers.
- Click Invite Member.
- Pick Invitation Channel: Email or SMS.
- Enter Email Address or Phone #.
- Pick Role. You can also set Color, First Name, Last Name, Username, Password, and Confirm Password.
- Click Save.
They sit under Pending Invitations until they accept. Delete withdraws the invite.
The link expires after 7 days. Expired, already used, or withdrawn links open a page titled Invitation Expired. The heading is This invitation has expired. Copy says invitations are only good for a limited time, or that the invitation is no longer available. Ask whoever invited you to send a new one.
If they already have a Hauler login, they click Accept Invitation. If they are new, they fill the signup fields and click Save & Accept.
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