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 (if enabled, the team member to log into Equip on the web)
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!