How to invite a team member to JobSheet
Before you start
Only the workspace admin (owner) invites staff. Extra team members beyond the admin may add to your monthly bill (see Subscription or Pricing on the website).
Steps
- Sign in as the workspace owner.
- Open Workspace from the sidebar footer or More menu.
- Find the team invite form.
- Enter their email and optional first and last name.
- Choose Role:
- Field staff — jobs, schedule, notes (no quotes or invoices) — default
- Office staff — quotes, invoices, reports, and jobs
- Submit the invite.
- JobSheet emails them a link to set their own password and join (valid for seven days). They then sign in at your workspace URL (for example
yourcompany.jobsheet.uk).
If you received an invite (staff)
- Open the link in the invite email within seven days.
- Choose a password and complete Accept invite.
- Sign in at your company’s workspace URL (
yourcompany.jobsheet.uk), not the marketing site. - Your admin assigns job sheets to you; check Dashboard and Work Schedule filtered to Mine.
After invite
When you create or schedule a job sheet, tick them under Assigned to (you can select several people on the same job). Everyone assigned sees their run on Dashboard (today) and Work Schedule when filtered to Mine.