Add and manage your portal users

Invite your team, make someone an admin, or remove a login.

For customers · Feature: Customer portal

  1. Open Users from the menu. It takes you to the Users part of Settings.
  2. Under Add a user, type their Name, Email and, if you like, their mobile.
  3. Tick Can add and remove users to make them an admin too.
  4. Press Create invite link, then Copy, and send them the link.
  5. Until they join, they show as Invited. Press Copy link for a fresh link, or Cancel invite.
  6. To change someone, press Make admin, Make user or Remove on their row.

Common questions

I can't see the Add a user form.

Only an admin can add and remove users. Ask your company's portal admin, or your transport company.

Does the invite get sent for me?

No. After **Create invite link**, press **Copy** and send the link yourself by email or text. It works once and runs out after 7 days.

What can each user see?

Everyone on your company's portal sees the same jobs, invoices and settings. Each person signs in with their own email and password.

Next: Choose your tracking links and texts