> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.chrt.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.chrt.com/_mcp/server.

# Add an Organization Member

Use the members settings page to invite teammates into your chrt organization.
Choose the role before sending the invite so the new member gets the right app
access on day one.

## Before you start

You need owner or admin access to manage organization members. If you do not see
**Members** in settings, ask an owner or admin on your team to invite the new
member.

## Step-by-step instructions

1. Open [Members settings](https://chrt.com/settings/members), or open chrt and
   go to **Settings** > **Members**.

![Members settings page with the Invite user button](/_fern-img/6a9a01cd6b9de48b4c7036342fcbc132837b5cd636b5002b8c57958689a1449a.webp)

2. Click **Invite user**.

![Invite user dialog with email address and role fields](/_fern-img/7ec3964a823e87020be5d9818f43500f4adae1e9c797d31dff1b70cf8e9bfa62.webp)

3. Enter the person's email address.
4. Open **Role** and choose the correct role for the person you are inviting.

![Role dropdown showing Member, Operator, Admin, and Owner options](/_fern-img/868aa583117d75b71d957f3f6eef1a22e98433431c8070ba1eedfa165e29d538.webp)

5. Review the email address and role.
6. Send the invitation.

> **Warning**
>
> Make sure you invite the person with the correct role before sending. Owner
> and admin roles can manage sensitive organization access. Member access is
> intentionally limited for people who only need the driver app.

## Default roles

| Role         | Use this for                                                                                                                      |
| ------------ | --------------------------------------------------------------------------------------------------------------------------------- |
| **Owner**    | The primary organization owner. Owners have the highest level of access, including member and organization administration.        |
| **Admin**    | Team administrators who need to manage members, settings, billing setup, notifications, and other admin-level workflows.          |
| **Operator** | Dispatchers, coordinators, and operations teammates who need to work in chrt day to day without managing organization membership. |
| **Member**   | Drivers and limited-access teammates who should only use assigned driver workflows in the driver app.                             |

Drivers should use the chrt driver app instead of the full web dashboard. Send
them the [driver app page](https://chrt.com/driver-app) so they can download the
app and sign in after accepting the invite.

## If you're inviting a driver

Drivers use the same invite flow as any other teammate — there is no separate
driver invite.

1. From [Members settings](https://chrt.com/settings/members), click
   **Invite user** and enter the driver's email.
2. Choose **Member** as the role. **Member** is the right role for anyone who
   should only use the driver app; it intentionally limits access to the web
   dashboard.
3. Send the invitation. The driver receives an email, signs in once on
   [chrt.com](https://chrt.com) to accept it, then installs the
   [driver app](https://chrt.com/driver-app) and signs in there.

> **Tip**
>
> Send the driver the [chrt.com/driver-app](https://chrt.com/driver-app) link
> alongside the invitation email so they can install the app while waiting for
> the invite to land.

## How to know it worked

The invited person should appear as pending in the members list until they
accept the invitation. After they accept, they can sign in with the role you
selected.

![Members list showing a pending invited user](/_fern-img/b14d7b1577a9cd2fd4066c3ebf6135166033f4533578dfe6aa06aa965e8df991.webp)

## If something looks different

* If you cannot see **Members**, confirm you are signed in as an owner or admin.
* If the role names look different, choose the lowest role that gives the person
  the access they need.
* If you invited someone with the wrong role, update their role from **Members**
  before they start using chrt.
* Contact [hi@chrt.com](mailto:hi@chrt.com) if you have issues.