Guide 2 of 6
Add your team: email invitations and the company code
Invite people by email, or share your company code and approve each person who signs up.
Who this is for
Company admins. Only an admin can invite people and approve sign-ups.
Before you start
- You need the Admin role.
- Choose a role for each person. An Admin sees everything, including company settings, billing, users and approvals. A User sees the parts of Poseidon their job title opens.
- Choose a job title for each User. Field technician: jobs, work orders, projects, safety meetings and their own time. Inspector: inspections (requests, quotes, forms and invoices), jobs, work orders and their own time. Office: customers, sales, projects, inventory, inspections, jobs, scheduling and dispatch, and their own time, but no billing lists, payroll, employee records or Administration.
- Invitations and company-code sign-ups work during your free trial, and on a paid plan while you have free seats.
Steps
Option 1: invite by email (they get in straight away)
Go to Administration → Users. This opens Users & Access.
Click Invite user. Enter their Email, choose a Role and, for a User, a Job title. Click Send invitation.
They get an email with a link. They open it, enter their name and a password, tick the box to agree to the terms, and click Join followed by your company's name. Poseidon signs them in. The invitation expires after 7 days.
Option 2: share your company code (you approve each person)
On Users & Access, find Your company code. Click Copy code, or Copy link to copy a sign-up link with the code already filled in. Text or email it to your team.
They open the link, or go to app.poseidons.io/signup and choose Join your company. They enter the Company code, their name, email and a password, tick the box to agree to the terms, and click Join company. Then they confirm their email address with the link Poseidon emails them.
Their request waits on the Pending Approval tab of Users & Access. Click Approve, check their role and job title, and click Approve again. Poseidon emails them when they're approved.
What happens next
- New teammates sign in at app.poseidons.io, or in the Poseidon phone app, with the same email and password.
- Invitations that haven't been accepted yet are on the Invited tab, where you can Resend, Copy link or Revoke them.
- To change what someone can open, click their name on Users & Access. Change their job title, or turn pages on or off under Navigation access.
Common questions
- What's the difference between an invitation and the company code?
- An email invitation lets the person in straight away. With the company code, people sign up themselves and wait until an admin approves them.
- An invitation expired. What now?
- Invitations last 7 days. Open the Invited tab on Users & Access and click Resend to send a new link.
- Is there a Project Manager job title?
- No. The job titles are Field technician, Inspector and Office. Give a project manager the Office job title (or the Admin role), and choose them as Project Manager on their projects.
- Why is Invite user greyed out?
- Poseidon turns new people away after an unpaid trial, when there is a payment problem, or when every paid seat is in use. The page says which one and links to Subscription.