Before you begin
You need permission to create members. Decide whether the person needs office access, planning participation, or both.1
Open Members
Go to Settings > Members and select Invite member.
2
Enter account information
Enter the person’s name and email address, then choose the appropriate role.
3
Choose planning participation
Enable planning only when visits may be assigned to this person.
4
Configure field-work details
For a planning member, assign services and capabilities, choose the route start address and transport mode, set availability, and review the planning priority.
5
Send the invitation
The recipient receives an invitation they must accept using the invited email identity.
A person can have access to Sweeply without being active in Planning. Conversely, planning access in the sidebar depends on permissions, not merely on being assignable to field work.
After acceptance, confirm that the person appears as a member with the intended role and that Planning can use them only when planning participation is enabled.