Skip to content
PartyPad logoPartyPad

Manage your office team

Invite office staff to the dashboard, give each one a role, and resend or revoke invitations.

Your team is the people who use this dashboard: owners, dispatchers, office staff and your bookkeeper. Field crew are contractors and are managed on Contractors. Only a Tenant Admin can open the Team page.

Invite a team member

  1. Click Invite Member.
  2. Enter their First Name, Last Name and Email Address.
  3. Under Role & Permissions, choose a role.
  4. Add a Personal Message if you want one, then click Send Invitation.

They get an email with a link to set up their account. The invitation expires after 7 days.

Choose a role

Each role decides what the person can see and do:

  • Tenant Admin: full access to every feature and setting, including billing, team and contractor management.
  • Task Manager: runs the day. Creates and assigns tasks, builds and publishes routes, and manages events, customers and inventory.
  • Billing Admin: billing and financial data, plus read access to contractors for mileage and expense reporting.
  • Viewer: read-only access.

Give someone the smallest role that covers their job. A dispatcher who builds routes needs Task Manager, not Tenant Admin. For the full breakdown, see Roles and permissions.

Change someone's role

  1. Find the person in Team Members. Use the search box or the status filter (Active, Inactive, Pending) to narrow the list.
  2. Open the menu on their row and choose Edit Roles.
  3. Select one or more roles and click Update Roles.

At least one role must stay selected. Choosing Tenant Admin shows a warning, because that person gets full administrative access to your account.

Remove someone

Open the menu on their row and choose Remove Member, then confirm. They lose access to your dashboard.

Track invitations

Click Invitations (or Manage Invitations under Quick Actions) to see every invitation you've sent. Each one shows as Pending, Accepted, Expired or Revoked, with the days remaining on pending ones. An invitation close to its expiry is marked Expires Soon.

From an invitation's menu you can:

  • Resend Invitation to email it again.
  • Copy Invite Link to send it yourself by text or chat.
  • Revoke Invitation so the link stops working.
  • Delete Record to clear an old one from the list.

If someone's invitation expired before they used it, send a new one with Send New Invitation.

The overview

The Overview shows your total and active members, pending invites and how many people hold each role. Use it to spot an account with too many admins or an invitation nobody accepted.

Related: Security and login, Can't log in.