Inviting Users

Growing your crew in Driive starts with sending an invitation. Once someone accepts, they can sign in, show up for scheduling, and start getting assigned to appointments. This article covers the full invite flow — from sending to accepting.

---

Who can invite users?

Only users with the Admin role can invite new users. If you're a Member or Restricted user and need someone added, ask an Admin. Learn more in User Roles Explained.

---

Sending invitations

1. Go to Setup > Users in the sidebar.
2. Click the Invite Members button.
3. In the Invite Users dialog, enter one or more email addresses — separate multiple emails with commas or new lines. Each address appears as a chip below the field so you can review the list and remove any before sending.
4. Click Send Invites.

Driive emails each person a link to join your organization, and they appear at the top of your user list with a Pending badge.

Tip: Invalid or duplicate addresses are skipped automatically — Driive tells you which ones and why, so you can fix a typo and resend.

Note: Every new user starts with the Member role. Once they've joined (or even while they're still pending), open their profile's Permissions tab to change it.

---

What the invitee experiences

The invited person receives an email from Driive with a link to join your organization. When they click it:

1. They sign in or create their account.
2. They enter their first and last name (and can add a phone number and job title).
3. They land in your organization, and their status flips from Pending to Active automatically.

---

Pending vs. active

On the Setup > Users page, each user shows a status badge:

Status	What it means
Pending	The invitation was sent but hasn't been accepted yet. Pending users are highlighted at the top of the list and can't sign in or take appointments until they accept.
Active	The person has accepted the invite and can use Driive.

---

Resending an invitation

If someone didn't receive the email or lost it:

1. Go to Setup > Users and click the pending user.
2. On the General tab, find the Resend Invitation section.
3. Click Resend Invite. Driive sends a fresh invitation email to their address.

Ask the invitee to check their spam or junk folder if they still don't see it — some email providers filter automated messages aggressively.

---

Canceling an invitation

Sent an invite by mistake, or to the wrong address?

1. Go to Setup > Users and click the pending user.
2. On the General tab, find the Cancel Invitation section.
3. Click Delete and confirm.

The pending invitation is removed. If you had a typo in the address, send a new invite to the correct one.

---

Billing impact

Users on your account count toward seat-based billing — and that includes pending invitations, so only invite people you intend to bring on. Your seat count adjusts automatically as you invite and remove users. See Seat-Based Pricing for details.

---

Next steps

• User Roles Explained — Understand Admin, Member, and Restricted before you hand out access.
• Creating and Managing Teams — Once someone joins, add them to the right team.
• Managing User Profiles — Help new users set up their profile, timezone, and preferences.