Help / Getting started
Invite your crew
Nobody can do a daily check until they are in your workspace. This is how to invite people one at a time, or a whole crew from a list.
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Invite one person
- Open People and tap Invite team member.
- Enter their email address and pick their role. Workers do the daily checks; foremen run the FLHA for their crew.
- Put them in a crew, so they show up for the right foreman. A job title is optional.
- Tap Email the invite. It goes out in your name, with your company's branding, and replies come straight back to you.
Prefer to send it yourself, by text or your own email? Tap Generate invite link instead and copy the link.
If they missed it
The invite link works once and lasts 48 hours. Until someone accepts, they show as Invited on the People page. If the email went to spam or the link ran out, open their name and tap Resend invite.
Add a whole crew from a list
- On the People page, tap Bulk import, then Download template. It opens in any spreadsheet.
- Replace the two example rows with your crew, one row per person: first name, last name, email, employee ID, crew, position and phone. Only first and last name are required.
- Only add an email for people who should get a login. Everyone else is added to your roster without one, and can be invited later from People.
- Save it as a CSV and upload it. Check the list (each row says whether it is ready), pick their role under Invite as, and tap Import.
Everyone with an email gets the same invite as one sent from People: in your name, working once, for 48 hours. When the import finishes it tells you who was emailed and who was not.
Next: what each role can do, and who should get which.
Every how-to video in one place
Setting up a workspace, running an FLHA, reporting a hazard. Short videos, each answering one question.