Inviting Users to Equip
Ready to grow your team? You can easily invite new users to Equip by adding them one at a time or importing them in bulk. Invitations are sent directly to their email with a link to join your team.
👤 Go to the Team Page
Click your profile icon in the top-right corner
Select Team from the dropdown menu
➕ Add a User Manually
Click the Add Team Member button
Complete Team Member information
Fill in fields:
Name (required)
Email (required)
Role (required)
Title
Review toggles:
Send Invite Email (if enabled, Equip automatically sends the team member an email invite)
Enable Web Access (General Admin and Super Admin users have web access enabled by default. Use this setting for Supporters who need browser access. If a team member should not have web access, assign them a Supporter role instead of General Admin or Super Admin.)
Double-check all the information.
🚀Send Invitation
Select Add Team Member
📥 Import Multiple Users
Click the Import Users button
Follow the on-screen instructions to upload your user list
Equip Tip: Make sure each user is assigned the correct role to ensure they only see the tools they need. You can always edit their role later if needed!