How to invite a team member to JobSheet

Before you start

Only the workspace admin (owner) invites staff. Extra seats may be billed as catalog add-ons beyond the owner included in your subscription.

Steps

  1. Sign in as the workspace owner.
  2. Open Workspace from the sidebar footer or More menu.
  3. Find the team invite form.
  4. Enter the person’s email, temporary password, first name, and last name.
  5. Submit the invite.
  6. They sign in at your workspace URL (for example yourcompany.jobsheet.uk) with those credentials and should change the password when they first log in if your process requires it.

After invite

Assign job sheets to the new team member when you create or edit each job so they see their run on Dashboard (today) and Work Schedule when filtered to Mine.

Try JobSheet free for 30 days

Set up your workspace in about a minute. No card required.