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Invite a Team Member

Goal: Invite someone to your organization by email and set the role they get when they join.

Before you begin

  • You need permission to manage members (typically Owner or Admin) in the organization.
  • Have the invitee's email address ready.

Steps

  1. In the top navigation, click Organizations.
  2. Find the organization you want to add someone to.
  3. Click the Invite member button for that organization. The Invite Member dialog opens.
  4. In Email Address, enter the person's email.
  5. Choose an Org Role:
    • Viewer — read-only access.
    • Member — standard access.
    • Admin — can manage the organization and its members.
  6. Choose a Default Fleet Role. This is the role they get on every fleet the organization can access, unless you override it later:
    • None — no default fleet access.
    • Fleet Viewer — read-only fleet access.
    • Fleet Operator — dispatch missions, command robots.
    • Fleet Planner — mission and feature planning, plus viewer access.
    • Fleet Manager — full fleet and site control.
  7. Click Send Invitation. An email goes to the invitee with a link to accept.

The pending invitation appears under the organization with its expiration date. If it lapses, use the resend option to refresh the invite and send a new email.

Next steps