When a new account is created in your company user page, a user's email invite is automatically sent depending on the email that comes over via the auto-creation from the integration with your CRM or the email added manually if you used the "+ Add user" button in the admin portal. From the company users page you will see that the status column for a specific employee account says "invited"
By clicking into a specific technician's profile, you have the options to resend their invite if an earlier one has expired, or if you would like to send it to a different email per the employee's request or if there was typo on the first one.
This article goes into detail on how to re-send an invite, if needed.
Through the invite sent to an employees' email inbox, this is what that invite looks like.
1.) Click accept invite and follow the process to set-up your account with your preferred email, password and phone.
2.) If you haven't had an account set-up previously, click "Sign Up"
3.) Add your preferred email, your personal mobile phone number, and a password.
Email is used for your username, and where you will receive any emails if you need to reset your password
Phone is used for verification codes to update any info after account creation, as well as linked a bank account in the app
-If you are getting an alert about your phone number being set-up to another account or you have already set-up credentials with another invite - select "Use existing log-in" and follow the instructions on this article to merge your old account with this current invite you have received.
4.) After adding your credentials you will asked to review the details you entered.
Review and ensure you entered email and phone correctly or you will not be able to log-in or receive verification codes to your phone number if you make an error with what you add for your account.
5.) When you confirm your account details & click "Create account" you will be provided the link to download the app via the "Apple app store" or the "Google play/android app store". Choose the approprite one depending on if you use an Iphone or an Android.
6.) Get the app downloaded for your appropriate device, and then after clicking into the app, you will be brough to the following home screen, enter your email address and password you entered through the invite process and you be logged into your account.