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Invite your team

Your FSM Navigator company works best with a full team behind it. Send email invitations to bring dispatchers, technicians, and other staff into your account so everyone can collaborate on jobs, customers, and schedules.

Prerequisites

Before you begin, make sure:

Understanding roles

Every team member is assigned one or more roles that control what they can see and do. Choose the appropriate role when you send an invitation — additional roles can be assigned later.

Role What they can do
Owner Full access — billing, company settings, user management, jobs, customers, invoices, and reports
Dispatcher Create, assign, and manage jobs; manage customers; view reports
Technician View assigned jobs, update job status, capture photos, and navigate to job sites

Office vs. field roles

Owner and Dispatcher are office roles — they work from the web dashboard. Technician is a field role — they primarily use the mobile app on-site.

Send an invitation

Follow these steps to invite a new team member:

  1. Open Users from the sidebar menu.
  2. Click the Invite User button.
  3. Fill in the invitation form:
    • Email address — the invitee's work email.
    • First name and Last name.
    • Role — select Dispatcher or Technician.
  4. Click Send Invitation.
  5. A confirmation banner appears, and the invitation is recorded as Pending.

Double-check the email

Make sure the email address is correct before sending. The invitation link is delivered to that address, and it cannot be redirected after sending.

What happens after you send

Once you send an invitation, the following flow takes place:

  1. The invitee receives an email with a unique invitation link.
  2. They click the link and are taken to a page where they set their password.
  3. After setting their password, they join your company account immediately.
  4. The invitation status changes from Pending to Active in your Users list.

48-hour expiration

Invitation links are valid for 48 hours. If the invitee doesn't accept in time, you can resend the invitation from the Users page.

Manage pending invitations

You can track and manage all outstanding invitations from the Users page.

View pending invitations

Open Users from the sidebar. Pending invitations appear alongside active team members with a Pending status badge.

Resend an invitation

If a link expired or the invitee didn't receive the email:

  1. Find the pending invitation in the Users list.
  2. Click Resend.
  3. A fresh invitation email is sent with a new 48-hour link.

Cancel an invitation

If you sent an invitation by mistake or no longer need that team member:

  1. Find the pending invitation in the Users list.
  2. Click Cancel.
  3. The invitation link is immediately invalidated.

License limits

Your subscription plan determines how many users can belong to your company account.

Plan Maximum users
Free 5
Pro Unlimited
Enterprise Unlimited

Pending invitations count

Pending invitations count toward your user limit. For example, if you're on the Free plan with 3 active users and 2 pending invitations, you've reached the limit of 5. Cancel an unused invitation or upgrade your plan to add more people.

Frequently asked questions

Can I invite someone who already has an FSM Navigator account?

If the person already belongs to another FSM Navigator company, you can still send them an invitation. They will create a separate account under your company. Each company account is independent.

What happens if the invitation expires?

Nothing changes on your side — the invitation stays in Pending status. Simply click Resend to generate a fresh 48-hour link for the invitee.

Can I change someone's role after they join?

Yes. Go to Users, click on the team member's name, and update their role from the profile page. The change takes effect immediately.

How do I remove a team member?

Open Users, select the team member, and click Deactivate. Deactivated users lose access immediately but their historical job data is preserved.

What's next

Your team is ready — now put them to work: