Invite someone to a job
Add a named person to a crew, copy a whole group, or save someone from the crew into Contacts.
An Admin on Bronze or above can put named people on a job. People in your organisation join straight away. Anyone else is invited, and accepts from the link. Someone who already has an account also sees the invitation on their Jobs page, where they can accept or decline it.
A public job can also take guests from its QR code, with no invite. Join a job as a guest.
Invite one person
Étape 1 : Open the job and choose Crew, then Add crew
Étape 2 : Enter an email, a mobile number, or a name that matches a contact
A mobile number texts the same link. Text invites need a plan that includes text messages.
Étape 3 : Choose Invite
Étape 4 : They open the link
From an email they can join as a guest or sign in. A text asks them for a code first.
Étape 5 : They name a company
One of their organisations, a typed name, or Self-employed / no company.
Each invitation names you, your organisation and the job. Someone who already has a SafetyDocs account at that email also sees it under the bell in the app, where it opens the same link. The crew lists people who have not accepted yet, under who hasn’t joined. Accepting does not make them a member of your organisation.
Copy a group
When the same set of people should join, use a group instead of typing each name.
Étape 1 : On Add crew, under Add a group, choose the group
Étape 2 : Choose Invite
That copies whoever is in the group at that moment. Your own people join the crew straight away. People from other companies are included, and get the usual invite. The crew does not stay linked to the group: add someone to the group later and this job keeps the crew it already has. Copy the group again to invite the new people. Anyone already on the job is skipped.
A subbie pass holder does this with a group from their own company. They copy their people onto your job. Grant a subbie pass.
Add someone to Contacts
A contact is someone you want in the address book for next time. They represent one organisation. Being on a crew does not do that by itself.
- On the crew, choose Add to contacts on their row.
- Or open Contacts and choose Invite to contacts with their email or mobile.
- They sign in, choose the company they represent, and accept.
Until they accept, the Contacts row shows Invited. Someone who only joined from the QR code is not invited this way until you add them.
What happens next
They open the job from the link, or from their jobs list after they sign in.