# Invite your team and choose what they can open

> Open Settings → Team Members. Invite a broker with Add New Broker or a dispatcher with Invite Dispatcher. The email's Accept Invitation link works for 7 days. To change what someone can open, click the pencil icon in their row.

Source: https://help.smartloads.io/invite-your-team · Updated 2026-10-12

Your agency's owner invites people from **Team Members**. Any admin can change what people can open there.

## Invite a broker

1. In the left menu, under **Settings**, click **Team Members**.
2. In **Add New Broker**, type their email in **Broker Email**.
3. Click **Send Invite**.

## Invite a dispatcher

1. On the same page, find **Invite Dispatcher**.
2. Enter their **Full Name** and **Email**.
3. Click **Send Dispatcher Invite**.

If the form is greyed out and says **(Disabled for this agency)**, dispatcher invites are off for your agency. SmartLoads can turn them on.

## What the person gets

They get an email with an **Accept Invitation** button. The link works for 7 days.

On the page it opens, they enter their **Full Name** and a **Password** of at least 8 characters, then click **Accept Invitation**.

Already have a SmartLoads login with that email? Sign in first, then open the invite link again and click **Accept Invitation**.

Brokers land on the board. Dispatchers land on the dispatch page.

## What each role can open

| Role | What they see |
|---|---|
| Admin | Every feature, plus **Agency Profile**, **Team Members**, **Billing**, **Connectors** and **Website** under **Settings**. **Accounting** shows only for the agency's owner, and only when it's turned on for the agency. |
| Broker | The board (**Smart Loads**) and **Help**, plus the features an admin ticks. New brokers start with **Import / Export** and **Customer Setup**. |
| Dispatcher | The dispatch page. |

In **Customer Setup**, a broker who isn't an admin sees only the customers assigned to them.

## Change what a broker can open

1. In **Team Members**, find the person and click the pencil icon. Its tooltip says **Edit access and features**.
2. Under **Feature access**, tick what they may open, such as **Import / Export**, **Board Ledger**, **Customer Setup**, **Contacts** or **Connectors**.
3. Click **Save**.

The same window has **Membership type**, to switch someone between broker and dispatcher, and **Access role**, to switch them between **Member** and **Basic Admin**.

## Resend or remove

- Invites that haven't been accepted or expired are under **Pending Invites**. Click **Resend** to send a new link (the old link stops working), or the trash icon to delete the invite.
- To remove a team member, click the trash icon in their row, then **Remove**.

## Frequently asked questions

### The invite email never arrived. What now?

Under **Pending Invites**, click **Resend**. You can also click the copy icon to copy the invite link and send it yourself. An invite that's past its 7 days drops off the list, so invite the person again.

### Can I invite someone straight in as an admin?

Not from these forms. **Add New Broker** and **Invite Dispatcher** add brokers and dispatchers.

### Why can't a broker see Connectors?

Brokers need **Connectors** ticked under **Feature access**. Admins always see it.