Invite your team

Owners and Org admins invite people by email with a Factory OS role; the role decides what they see and sign.

Open Settings › Organization settings › Users & invitations (owners can also do this in the last step of workspace setup).

Choose Add people, then the With an email invitation tab. Only the workspace owner sees it on. Paste one or more email addresses, separated by commas, spaces or new lines. Invalid and already-invited addresses are marked before sending.
Choose a template for the Factory OS tasks, for example Sales office, Buyer, Store keeper, Production supervisor, QC inspector, QA manager, Maintenance technician, EHS officer or Org admin. The template sets the app roles. See Give a person tasks.
Send. Each person gets an email with a link that works for 7 days. While an invitation is pending you can Resend or Revoke it.

The invited person opens the link, sets a password, and joins with that role. See Accept your invitation.

View as text

%% title: From invitation to access
flowchart TD
  A["Owner or Org admin sends the invitation with a role"] --> B["The person opens the emailed link"]
  B --> C["They set a password, or sign in"]
  C --> D["They join with the role they were given"]
  A --> E{"Not opened in 7 days?"}
  E -- "Expired" --> F["Resend it from Users & invitations"]

Workspace roles in the account service are owner, admin and member; the Factory OS role above is what controls access to each module.

Next steps

Settings and sign outUpdate your profile, theme, and installation, and sign out of this device.