How do I invite a manager or admin?

Purpose

Inviting a manager or admin works the same as inviting a worker — pick the role on the way in. This article covers the steps and the role choice.

When To Use This

Use this when:

• A new manager is starting
• Adding a payroll admin
• A current worker is being promoted to manager

Quick Path

1. Go to People page
2. Click + Invite User
3. Enter their info
4. Pick the role (Admin / Manager / Crew Lead)
5. Send

Step-by-Step

Open the Invite User modal.

Fill in:

• Email — Where the invite goes
• Phone — For mobile auth
• First and last name
• Role — Pick from Admin, Manager, Crew Lead, Worker
• Branch + Division assignment (optional)

Click Send.

Choosing a Role

You can always change the role later via Edit Role.

Bulk Invite

For multiple new users at once, use the bulk invite modal.

What the Recipient Sees

• Email with a link to set up their account
• Optional SMS notification (if phone is provided)
• Click the link → set password → land in Protiv

If They Don't Sign Up

Pending invites show in the dashboard's alerts section. From there:

• Resend the invite
• Cancel the invite
• Edit the invite (change role, fix email)

Common Mistakes & How To Fix Them

• "I invited as Worker but should have been Manager" Edit their role after they accept the invite.

• "They never got the email" Check spam folder. Resend from the dashboard alert.

• "Invite expired" Cancel + resend.

Related Articles

• How do I deactivate or archive a worker?
• Permission matrix: what can each role see and do?
• Field manager vs payroll manager — what's the difference?