Inviting team members allows you to add additional users under your provider account. Once invited, team members can help manage work orders and collaborate with customers and other team members.
Steps to invite a team member
Select your Profile in the Provider Portal
Select Team from the menu
Select Invite user
Enter the team member’s name
Enter the team member’s email address
Select Send invite
Once sent, the invited user will receive an email with a secure access link to the Provider Portal.
After you send the invite
Invited users will appear in your team list once they accept the invitation.
By default, new users are added as Technicians.
As the provider admin, you can assign work orders to your team members.
Important notes
Invited users don’t need a traditional password to join — they use the secure link sent to their email to access the portal.
If an invited user doesn’t see their email invitation, ask them to check spam/junk folders.