Team and company setup
Invite users, resend invitations, and manage user access
Add a teammate with the right role and recover a pending or incorrect invitation. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- available user seat under the plan
- valid unique contact details
- at least one appropriate role.
User Admin → Users (#/admin/users) → New User; Pending Invites
Invite users, resend invitations, and manage user access
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Open the workspace
In JobBuddy, go to User Admin → Users (#/admin/users) → New User; Pending Invites.
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Confirm access and starting state
Company-admin access; available user seat under the plan; valid unique contact details; at least one appropriate role.
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Complete the main setup
Review create, edit, disable/remove as actually labeled, pending invitations, Resend invite, Cancel invite, role assignment, phone/email conflicts, seat-limit errors, and what the invitee must do.
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Review the important choices
Warn that changing a role or user-level flags can alter project and financial access.
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Verify the result
Add a teammate with the right role and recover a pending or incorrect invitation.
Expected result: Add a teammate with the right role and recover a pending or incorrect invitation.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; available user seat under the plan; valid unique contact details; at least one appropriate role.
The result is incomplete or unexpected.
User limits, unique email/phone rules, required roles, invitation state, mobile and Job Clock settings, and access removal all interact. Resending is not the same as creating a duplicate user.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Add a teammate with the right role and recover a pending or incorrect invitation.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.