Invite your team

Send an invite#

1. In the sidebar under Team, open Users and click Invite User. (Or Invitations, then Send Invitation.)
2. Enter their Email Address.
3. Under Roles, choose at least one role: for example Dispatcher for a dispatcher, Technician for someone in the field, Office Manager for office staff. See Roles and permissions.
4. Click Send Invitation. You will see "Invitation sent to ...".

Inviting someone is free. Only technicians who do job work in a month are billed. See Which technicians count on my bill?.

What the person does#

1. They get an email, "Join your company on Ormi", and click Accept invitation. The link lasts 3 days.
2. New users enter their first and last name and create a password, then click Join.
3. They sign in on the web, or in the Ormi Field app if they work in the field. See Install the Ormi Field app and sign in.

Manage invitations#

• See every invite and its status (Pending, Accepted or Expired) under Team, Invitations.
• To cancel a pending invite, use Revoke on its row.
• There is no resend button yet. If an invite expired, revoke it and send a new one.

Remove someone#

1. Reassign their open jobs first, so completed work does not count against them. See Reschedule or reassign a job.
2. Under Team, Users, open the row menu and click Delete User.

What if this fails?

"A pending invite already exists for this email".

An invite is already waiting. Ask them to check spam, or Revoke it under Invitations and send a new one.

They see "This invitation has expired".

Invites last 3 days. Revoke the old one and send a new invite.

They see "You have already joined".

They already have access. They should sign in with that email, or reset the password with Forgot password?

Related tasks

• Roles and permissionsTeam and roles
• Field access and billingTeam and roles
• Install the Ormi Field app and sign inTechnician mobile and offline