Invite vs. Direct Create

When adding a technician, you choose one of two methods to create their account. Here's when to use each one.

Invite (Send an Email Link)

The technician receives an email with a signup link. They click it, create their own password, and their account is active.

Best for:

• Technicians with reliable access to their email
• Situations where you want the tech to own their credentials from day one
• Remote onboarding where you can't hand them a device directly

What happens:

1. You enter the tech's name, email, and phone (and hourly rate if applicable)
2. GlassFlow sends them a signup email
3. They click the link, set a password, and log in
4. Their account is immediately active

Note: Invite links expire after a period of time. If the tech doesn't sign up in time, you can remove them and re-add to send a fresh invite.

Direct Create (You Set a Temporary Password)

The account is created immediately with a temporary password you provide. You share the credentials with the technician and they log in right away.

Best for:

• In-person onboarding where you're setting up devices together
• Technicians who aren't tech-savvy or may not check email promptly
• Getting someone into the app the same day

What happens:

1. You enter the tech's name, email, and a temporary password (minimum 8 characters)
2. The account is live immediately
3. Share the email and password with the tech
4. They should go to Account Settings → Change Password to set their own password

Note: There's no system-enforced requirement to change the temporary password, but it's strongly recommended. Remind new techs to update it on their first login.

Still need help? Chat with us using the support widget.

Updated on: 29/03/2026