> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite team members

> Invite colleagues with the correct role and initial field-planning configuration.

An invitation is a time-limited offer to join your company in Sweeply. The invited person becomes a team member only after accepting it.

## Before you begin

You need permission to create members. Decide whether the person needs office access, planning participation, or both.

<Steps>
  <Step title="Open Members">
    Go to **Settings** > **Members** and select **Invite member**.
  </Step>

  <Step title="Enter account information">
    Enter the person's name and email address, then choose the appropriate role.
  </Step>

  <Step title="Choose planning participation">
    Enable planning only when visits may be assigned to this person.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Send the invitation">
    The recipient receives an invitation they must accept using the invited email identity.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Check>
  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.
</Check>