There are two ways to bring someone into your company. Both let you choose the role they join with.
Invite by email
The invite works once, only for that email address, and lasts 7 days.
On the web: open Team, choose Invite people, then Email them an invite. Type or paste the addresses (a list copied from your email app works), choose the role, and send. You can send to up to 20 people at a time.
On the phone: Team Members → Invite member, then invite by email.
The person opens the link in the email and signs in with that same email address to accept. If they already use Konverge with a phone number, they should sign in with their number first and add the email address to their account (see Sign-in methods), or ask you for a code instead.
Invite with a code
Create an invite code, choose the role, and send the code by text or WhatsApp. The person signs in to Konverge, chooses Join with a code and types it in. They join with the role the code grants. A code can have an expiry date and a number of uses.
This is the quickest way to get a site crew on: one code, read out at the start of the day.
Choosing the role
| Role | Use it for |
|---|---|
| Admin | Full access to every area, setting and person. |
| Manager | Runs projects and decides who works on them. |
| Member | Day-to-day work. Their lists show the projects whose team they are on. |
| Viewer | Reads records but can’t create or change them. |
| Client | Your client, through the client portal only. Use this for anyone outside your company. |
See Roles and permissions for what each role can do and how to adjust it.
Seats
Owners, admins, managers, members and viewers each take a seat on your plan. Clients don’t, however many you invite. Team on the web and Team Members on the phone show how many seats are used.
Managing invites
On the web, Team → Invitations lists every invite with its role and expiry. You can resend an email invite or revoke an invite or a code. Revoking stops anyone new joining with it. People who have already joined keep their access.
If an invite doesn’t arrive
- Ask them to check spam and any “Other” or “Promotions” folder.
- Check the address for typos, then resend it from Team → Invitations.
- If email isn’t available, Konverge says so and gives you the link or code to share yourself.
- There are limits on how many invites can be sent in an hour and in a day, to stop abuse. If you hit one, wait and try again.