Inviting Team Members
Add colleagues to your organization and manage who has access to your MXBS account.
Overview
Multiple people at your organization can work in MXBS under a single account. Admins control who gets access and what role they hold. All trips, bids, and contracts posted by any team member are shared across the organization.
Account creator
The person who created the organization account is always an Admin. This account cannot be removed or downgraded.
Inviting a New Member
Open Team settings
In the left sidebar, click Team. This page lists your active members and any pending invitations.
Start the invite
Click Invite Member in the top-right corner of the page.
Enter email address
Type the invitee's work email address. Each invitation is tied to a single address.
Select a role
Choose one of the four roles — Admin, Manager, Dispatcher, or Viewer. See Roles & Access for a full breakdown of what each role can do.
Send the invite
Click Send Invite. The invitee receives an email with a secure link to join your organization. The link expires after 72 hours.
Pending Invites
The Pending Invites table shows all invitations that have been sent but not yet accepted. Each row displays:
- Email address
- Assigned role
- Date the invite was sent
To cancel an invite before it is accepted, click Cancel next to the relevant row. The invitation link is invalidated immediately.
Active Members
The Active Members table lists everyone currently in your organization. Each row shows the member's name, their role, and the date they last logged in.
Revoking Access
Click Remove next to any active member to revoke their access. Removal takes effect immediately — the member is signed out and cannot log back in to your organization. All data they created (trips, bid notes, messages) is retained and remains visible to the rest of the team.
Only Admins can remove team members. Admins cannot remove themselves or the original account creator.