Invite a driver to the driver app

Goal

Give a driver a login for the driver app, either by email or by a link you send yourself.

Prerequisites

• The driver already has a profile, and the profile has an email address.
• For the email invitation, your business mailbox is connected under Settings > Communications. Without it, use the link instead.
• Your role can edit drivers.

Steps

1. Open Cars & drivers and select the Drivers tab.
2. Find the driver's row. Rows that already have an app login show Has access. Rows without one show Invite and Copy invite link. A driver whose invitation is still unaccepted shows only Copy invite link.
3. To send an email, select Invite. A Driver invited message confirms it, and says whether the invitation email was sent.
4. To send the invitation yourself, select Copy invite link instead. An Invite link copied message confirms that the link is on your clipboard.
5. Paste the link into a message to the driver. Use only the newest link you copied.
6. If a message says Account already exists and offers Link account, the email already belongs to a user in your company, usually an owner who also drives. Select Link account to attach that login to the driver profile.
7. Ask the driver to open the link and finish sign-in. The row shows Has access once the driver has accepted.

Expected result

The driver's profile is linked to a login and the driver can sign in to the driver app. The link is valid for 7 days. Until the driver accepts, the row keeps offering Copy invite link.

Troubleshooting

• If a message says to add an email to the driver before inviting them, edit the driver, enter an Email and invite again.
• If a message says that email is not configured, connect your mailbox under Settings > Communications, or use Copy invite link.
• If the toast says the invitation email could not be sent, the profile and login were still prepared. Use Copy invite link and send the link yourself.
• If an earlier link stops working, copying a new link has replaced it. Every copy makes the earlier link invalid, so send the driver only the latest one.
• If the driver does not open the link within 7 days, copy a new link and send it again.
• If the invitation is refused because you reached a plan limit, open Settings > Plan & billing > Usage & add-ons to see which limit it is.
• If Invite is missing, your role cannot edit drivers, or the driver already has a login.