How do I invite my subbie to YourCA?
- Press Directory in the side menu, then Project directory, then Firms you engaged.
- Press Invite a firm on the band. Enter the firm and the owner’s email, then press Invite. You do not need to record the firm first: inviting puts them on this job.
- A firm already on the job is invited from its row: press More (the three dots), then Invite to YourCA. Their email is filled in from what you recorded.
- YourCA writes the firm its own free YourCA account and emails the owner. The account is theirs. You cannot see into it, and they see only your business name and the jobs they are on with you: the name, the number and the site.
- If that owner already runs their own business in YourCA, the invitation joins it. YourCA makes no second account.
- The row shows Invited until they open YourCA, then Joined.
- To send the email again, press More on their row, then Invite again. To end it, press Stop sharing. Their account stays, and so does their link to any other business that invited them.
- An email that is one of your own people, or a person in another business who is not its owner, is refused with the reason.
Worth knowing
Inviting comes with Complete, because each firm’s account opens with its own free first job. It needs the same permission as rostering. The practice job and the demonstration account invite nobody, because an invitation makes a real account and sends a real email.