What this guide covers
This guide explains how workspace owners invite teammates during onboarding and
how invited teammates complete the streamlined team-member onboarding steps.
Owner onboarding now continues from /invite-users to /plan-selection before
handoff into the owner app.
Send invites during onboarding
On /invite-users, add one row per teammate with:
- first name
- last name
- email address
- confirm email address
- role (
Technician,Staff, orAdmin)
Submitting the step creates secure invite records and emails each teammate an
invite link. After invites are sent, the owner continues to /plan-selection
to choose the no-card trial plan that initializes billing and usage in the app.
What the invitee sees
- The teammate opens the email invite.
- JobsiteOn routes them to
/invite/[token]on auth-web. - They create an account or sign in with the invited email address.
- If verification is required, invite acceptance completes after email verification.
Team-member onboarding routes
Invited teammates who still need onboarding continue through:
/profile/profile-picture
This is the streamlined team-member onboarding path. Workspace owners still use the full owner onboarding flow.
Validation checklist
/invite-usersaccepts multiple invite rows.- Each row requires matching email and confirm-email values.
- Invite emails are issued for every submitted row.
- Invited teammates can reach
/invite/[token]and continue successfully. - Incomplete invited users land on
/profileand optional/profile-picture.
Troubleshooting
A teammate already has an account
They should sign in from the invite page instead of creating a second account.
We skipped invites during onboarding
You can skip /invite-users, complete /plan-selection, and invite the same
roles later from /team/new or /settings/company/people.
A teammate skipped profile picture and got stuck
They can finish onboarding by skipping /profile-picture; the skip now records
completion correctly.