Happy TacticDocs

← All step-by-step guides

Invite your team

Add a teammate to your company and choose what they can see and do.

For company admins. Every person takes one seat. The screenshots use sample people.

Steps

Each picture has a red box around what to click. Words in bold are the names you will see on the screen.

  1. Step 1: Open Settings and Team

    Click Settings in the left menu, then the Team tab. The top box shows how many seats you have used.

    The Team settings page with the line 2 of 2 seats used circled in red.

    You should see: Below it are the Invite form and the list of Members.

  2. Step 2: Type your teammate’s email

    In the Invite box, type your teammate’s work email under Email.

    The Invite box with a sample email address typed and circled in red.
    The email address is a sample.

  3. Step 3: Choose what they can do

    Pick Access: Manager, Sales rep, Dispatcher, Accounting or Custom…. The line under the box says exactly what that person will see and do.

    The Invite box with the Dispatcher access chosen and the sentence under it explaining what a dispatcher can see, both circled in red.

    You should see: To make someone an admin, invite them first, then choose Admin on their row in the Members list.

  4. Step 4: Send the invite

    Click Send invite.

    The Invite box with the Send invite button circled in red. The button is faded because all seats are in use.
    The button is faded here because our sample company had no free seat, so we could not send a real invite. When you have a free seat it is solid yellow.

    You should see: A green message says “Invite sent” and that they have 7 days to set their password. They appear in Members with an “Invite pending” label until they join.

If something goes wrong

Send invite is faded.
Type a full email address and pick an access. If the box says “All seats are in use”, remove someone, or contact Happy Tactic to add a seat.
My teammate did not get the email.
Check their spam folder. On the Members list, use the resend option on their row. Invites last 7 days.
I want to change what someone can do.
On their row in Members, change the access list. It takes effect right away.

Still stuck? Open Help & Support in the left menu of the app and send us a message.

What next

These guides usually come next:

← Pay the carrierSet up automatic steps →