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Invite a team member

Add a new technician, dispatcher, or admin to your Servinix account so they can log in to the portal or the Servinix Go mobile app.

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Before you start

  • You need Admin access to add users.
  • Have the new team member’s name, email address, and intended role ready.
  • The user will receive an invitation or activation email from Servinix — ensure their inbox is accessible.

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Steps

  1. Go to Settings in the left navigation.
  2. Select User from the settings menu. The User page lists all current members.
  3. Click Add User in the top-right of the page.
  4. In the panel or dialog that opens, enter the new user’s details:
    • Full name
    • Email address
    • Phone number (if required)
    • Role — choose from the available roles (for example, Admin, User, Technician)
    • Type — USER, TECHNICIAN, or ADMIN
  5. Confirm and submit the form to send the invitation.
  6. The new user appears in the user list with a status of Active once they complete the signup or activation step.

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Result / verify

The user list shows the new entry with their name, email, assigned role, type, and Active status. The new team member receives an email with instructions to set their password and access Servinix. Technicians can then log in to the Servinix Go mobile app using the email and password they set during activation.

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Troubleshooting

Invitation email not received — Ask the user to check their spam folder. You can re-send the invitation by finding the user in the list and selecting the relevant action from the ACTIONS column. User shows as inactive — The user has not completed account activation. Have them check their inbox for the original invitation email.