Inviting your team and setting roles

Everyone who touches Flyra needs their own login. Shared logins wreck your reporting, because commission, timesheets, technician rankings and job history all key off who did the work.

Inviting someone takes about thirty seconds. Deciding what they should see takes longer, so do roles first.

1. Open Settings then Team

Gear icon, then the Team tab. Everyone with a Flyra login lives here.

The team list

On a new account it's just you. The list gains filters and a page-size control as it grows.

2. Roles first

Roles defines what each kind of person can see and do. Sort this out before you invite anyone, because the invite makes you pick a role on the spot and it's easier to choose from a list you designed than to fix permissions afterwards.

Roles and permissions get their own article in Team & Ops. The short version: a technician who can see company-wide revenue is a decision, not an accident.

3. Invite team member

4 to 7. Their details

4. First name is required.

5. Last name is optional but fill it in. Two people called Alex on the leaderboard is a problem you create once and regret weekly.

6. Email is required and is where the invite goes. It also becomes their login, so use one they actually check.

7. Phone is optional. Handy for dispatch, and it's how they get job notifications on their phone.

8. Pick a role

Below the fields is the role picker. Each option spells out what it can do right on the option itself, for example "Sales Rep - View all jobs and manage own territory". Read the description rather than going by the title.

Give people the narrowest role that lets them do their job. Widening it later is one click. Explaining why a subcontractor saw your margins is not.

9. Send the invite

Click Invite. They get an email with a link to set their own password. You never see or set it.

Until they accept, they show in the team list as pending. If the email doesn't arrive, spam folder first, then check the address for typos.

Tips and gotchas

• Names are edited here, not on Profile. The Full Name field on someone's own Profile tab is read-only. This is the page that actually controls it.
• One login per person, always. Shared logins destroy commission and timesheet data, and you can't untangle it afterwards.
• Set roles before inviting. The invite forces a role choice.
• Invites expire. If someone sits on it for weeks, re-send rather than waiting.
• Removing someone keeps their history. Past jobs and payroll stay attached to them for reporting.

Next up: The full setup checklist