Invite Your Team

Add team members to Zeltask so they can execute inspections, complete work orders, and collaborate on operational tasks.

Before You Start

• You need Admin or Manager permissions to create users
• Have email addresses ready for the people you want to invite

Steps

Step 1: Open the Users module

1. Click Users & Teams in the left sidebar
2. The Users list loads by default

[Screenshot: Sidebar with Users & Teams menu item highlighted]

Step 2: Create a new user

1. Click Create User in the top-right corner
2. A form opens with the user information fields

[Screenshot: Users list with Create User button highlighted]

Step 3: Enter user information

Complete the following fields:

Field	Description
First Name	User's first name
Last Name	User's last name
Email	Email address for login and notifications
Password	Initial password (user can change later)
Permissions	Access level (see below)

[Screenshot: Create User form with First Name, Last Name, Email, and Password fields]

Step 4: Select the permission level

Choose the appropriate access level for this user:

Permission	Description
External Member	Limited access, typically for contractors or guests
Staff Member	Can execute inspections and work orders assigned to them
Manager	Can create, assign, and supervise tasks for their team
Administrator	Full access to all platform settings and configurations

[GIF: Click the Permissions dropdown and select a permission level]

Step 5: Save the user

1. Review the information
2. Click Submit

[Screenshot: Completed Create User form with Submit button highlighted]

The user is now created and can log in with the email and password you provided.

Adding Users to Teams

After creating users, you can organize them into teams:

Step 1: Switch to the Teams view

1. In the Users & Teams module, click Teams
2. The list of existing teams appears

[Screenshot: Users & Teams module with Teams tab highlighted]

Step 2: Create a new team

1. Click Create Team
2. Enter a Name for the team (e.g., "Maintenance Crew", "Quality Inspectors")
3. Add a Description (optional)
4. Select the Users who should be part of this team

[GIF: Create Team form — enter name, then click Users dropdown and select team members]

Step 3: Save the team

1. Click Save
2. The team is now available for assignments

[Screenshot: Team card showing name, description, and member count]

Tips

• Assign actions and inspections to teams when any available member can complete the task
• Assign to individual users when a specific person must be responsible
• Use descriptive team names that reflect the team's function (e.g., "Night Shift Maintenance")
• Start with fewer permission levels and increase access as needed