Inviting Your Team

Everyone who works in your company on dynamik.app has their own login and a role that decides what they can see and do. You add them from Company Settings → Team.

Sending an Invitation

1. Click Invite Team Member
2. Enter their Email Address
3. Choose a Role
4. Click Send Invite

What happens next depends on whether that email already has a dynamik.app account:

• They already have an account — they are added to your company straight away and receive an email, You've been added to … on dynamik.app, with a Go to Dashboard button. Nothing to accept.
• They do not have an account yet — they receive You've been invited to join … on dynamik.app with an Accept Invitation button. The link takes them to a page where they create an account with that email (or log in if they made one in the meantime); the moment they do, they are in your team. There is nothing for them to pay.

An invitation is valid for 7 days. Pending ones are listed under Pending invitations with their expiry date; the row menu offers Resend (a fresh link — the old one stops working) and Cancel Invitation. Inviting the same address again replaces the earlier invitation.

Choosing the Role

Every company starts with seven roles, and you can add your own under Roles. The role decides what the person may open:

Someone with neither, for example a Viewer with no employee record, sees a page saying they have no workspace yet and to ask you for access. Give them a manager role, or link their login to an employee record, and they get in on their next page.

The role is the only thing that decides this. An employee's Job Title does not: an office member whose Job Title is Manager still needs a manager role here. Custom roles never open the manager workspace.

The Owner role cannot be given through the invite form or by changing a role, and nobody can change their own role. Nobody can give a role carrying a permission they do not hold themselves either: an Admin does not see a custom role with billing access in the list. Admin has everything except billing.

Renaming a custom role under Company Settings → Roles keeps everyone on it: its members, and anyone with a pending invitation for it, move to the new name with the same permissions. The default roles cannot be renamed.

A custom role can be deleted only when nobody is on it and no invitation still out would give it to someone: move its members to another role and cancel the invitation on the Team page first (for an employee's invitation, send them a new one with another role). The default roles cannot be deleted.

Changing or Removing a Member

The row menu on a team member offers Change Role and Remove. Removing someone takes away their access to this company at once, including their phone's calendar link and any open page, but only this company — their account and any other companies they belong to are untouched, and they can be invited back later. The company owner cannot be removed or have their role changed.