How to Invite Your First User in CarrierOS AI
Invite users when a dispatcher, billing person, owner, or manager needs their own login. Follow the steps below to invite your first user in CarrierOS AI, then confirm the saved result before the office relies on it.
On this page
- Quick answer
- Before you start
- Step-by-step instructions
- Review checklist
- What happens next
- Common problems
- Related guides
Invite your first user in CarrierOS AI: quick answer
Open User Settings, add the person, choose the correct access level, send the invite, and ask them to sign in with their own account.
Before you start
- Use a real email address for the team member.
- Decide whether the person needs owner, dispatch, billing, reporting, or limited access.
- Do not share one login across multiple people.
Step-by-step instructions
- From the left menu, open Settings, then Company Settings.
- Inside Company Settings, open Users or User Settings.
- Select the invite or add user action.
- Enter the user’s name and email.
- Choose the access level that matches their job.
- Send the invite and confirm they can sign in.
Review checklist
Use this checklist before you save, send, approve, or rely on the record.
- Name: The person who will use the account.
- Email: The sign-in and invite email.
- Role or access: What that user can view or change.
- Status: Whether the invite is pending, active, or needs review.
What happens next
After the user signs in, ask them to open the Dashboard, Loads page, and Support page so they know where daily work starts.
Common problems and fixes
- If the invite is not received, check spelling and spam folder.
- If the user sees the wrong tools, review their role.
- If a former employee still has access, disable or remove the user.
Tips for carrier offices
- Use one account per person.
- Give the lowest access level that fits the job.
- Review user access whenever your office staff changes.
