How do I invite teammates to my workspace?
What you'll do: As a Tenant Admin, go to Users, click Invite User, enter their name, work email, and role, and send. They get an email with a link to set their password and join.
Who can do this
Only the Tenant Admin role can invite and manage users.
Steps
- Open Users from the navigation.
- Click Invite User.
- In the Invite user dialog, fill in:
- Full name
- Work email
- Role — pick from your workspace's roles (see roles below).
- Personal message (optional) — a short note added to the invitation email.
- If you're granting the Tenant Admin role, you'll get an "You're granting Tenant Admin access" warning and the button changes to I understand — Send invitation. Otherwise click Send invitation.
The invitee receives an email to set their password and sign in.
The roles you can assign
BusinessOps360 seeds eleven roles per workspace. In short:
- Tenant Admin — configuration and user management (can't create or approve operational documents).
- Owner — read-only oversight across the workspace.
- Sales Manager / Sales Executive / Sales Coordinator — the CRM Sales pipeline (the Coordinator manages customer data but not the quote/order/invoice pipeline).
- Service Manager / Service Coordinator — service requests, dispatch, and (Manager only) service reporting.
- Field Engineer — the mobile field-service app.
- Service Sales Manager / Service Sales Executive — Service Sales (note the limited UI; see Is Service Sales available in the web app?).
- Finance — a view-only role in this version.
Resetting a user's password
See How do I reset a user's password?.