Inviting and managing your team
TruePro supports three team roles alongside the business owner: Lead technicians (senior field workers who also run operations), Dispatchers (office-based coordinators), and Technicians (field workers). This guide explains how to invite team members and what happens when they accept.
Roles at a glance
| Role | What they can do | Best for |
|---|---|---|
| Lead technician | Assigned to field jobs and appears on the route planner — goes on site. Also has full management access: view and manage all jobs and leads, schedule jobs, assign technicians, communicate with customers, access the calendar, route planner, and CRM. No access to financial data by default. | Foreman, senior tradesperson who also manages the crew, working team leader |
| Dispatcher | View and manage all jobs and leads, schedule jobs, assign technicians, communicate with customers, access the calendar, route planner, and CRM. Office-based — not assigned to field jobs. No access to financial data by default (can be granted by owner). | Office manager, admin coordinator, operations staff who don't go on site |
| Technician | View only their own assigned jobs, mark arrival, log photos and notes, complete jobs. No access to leads, quotes, other jobs, or financials. | Field workers, subcontractors |
Not sure which role to choose? If someone goes on site and helps with scheduling or management, they're a Lead technician. If they only coordinate from the office, they're a Dispatcher. If they only do field work, they're a Technician.
Inviting a team member
- Go to Team in the navigation.
- Click "Invite member".
- Enter the team member's email address.
- Choose a role — Lead technician, Dispatcher, or Technician. Each card shows exactly what the role can and cannot access.
- Click "Send invitation". The team member receives an email with a personalised link.
Invitations expire after 72 hours. If the link expires before your team member accepts, send a new invitation from the team page.
What happens when they accept
When your team member clicks the invitation link:
- They see your business name and role on a confirmation page.
- They click "Accept invitation" and fill in their name, cellphone number, and a password. Their email address is pre-filled.
- They click "Create account". Because they clicked the invitation link, their email is already verified — no confirmation email is needed.
- They complete a short two-step account setup:
- Step 1 — Identity: SA ID number, a photo of their ID document, and a selfie holding it. TruePro verifies this within 1 business day.
- Step 2 — Platform agreement: They sign the TruePro platform agreement (same agreement as business owners, with a note that it applies to team members).
- They land on their workspace — lead technicians and dispatchers on the business dashboard, technicians on their jobs list.
Managing your team
After a team member accepts, they appear in your Team list. From there you can:
- View their current role and access level.
- Adjust permissions — for example, grant a dispatcher access to financial data or restrict a member to a specific branch.
- Remove a team member (they will lose access immediately).
Identity verification
All team members — lead technicians, dispatchers, and technicians — must submit their South African ID and a selfie before their verified badge appears on job pages. They do this during the onboarding flow after accepting the invitation. TruePro's admin team reviews and approves the submission, usually within one business day. Unverified team members can still be assigned to jobs — they just won't show a verified badge on customer-facing pages until approved.