Inviting a Team Member
1
Go to Settings > Team
Click Add Team Member.
2
Enter their details
- Name — their full name
- Email — where the invitation is sent
- Role — Owner, Admin, Dispatcher, or Technician
3
Send the invitation
Vynta sends an email with a link to set up their account.
4
They accept and set up
The team member clicks the link, creates a password, and is ready to go.
Managing Pending Invitations
Invitations that haven’t been accepted show as Pending in the team list:- Resend — send the invitation email again
- Revoke — cancel the invitation
- Edit — change the role before they accept
Deactivating a Team Member
When someone leaves:- Open their profile
- Click Deactivate
- Their access is revoked immediately
- Their data (jobs, timesheets, notes) is retained
- Their assigned jobs need to be reassigned
Bulk Invitations
Need to add multiple team members at once?- Go to Settings > Team > Bulk Import
- Download the CSV template
- Fill in names, emails, and roles
- Upload the file
- Vynta sends invitations to all listed members
What Happens After They Accept
Once a team member accepts:- They appear in the team list as Active
- They can log in at Vynta
- They see the features matching their role
- They can download the mobile app (for Technicians)
FAQ
How many team members can I add?
How many team members can I add?
Your plan determines the limit. Check Settings > Billing for your current limits.
What if someone doesn't receive the invitation?
What if someone doesn't receive the invitation?
Check the spam folder. You can also resend from the team list. If the email is wrong, revoke and create a new invitation.
Can I change someone's role after they join?
Can I change someone's role after they join?
Yes. Open their profile and select a new role. The change takes effect immediately.