Fundamentals

How do I invite my team to FieldTask?

Updated on 2 May 2026

No image available

To invite your team to your FieldTask account, go to Members from the left sidebar.

FieldTask Dashboard

You can invite your GHL Staff into your FieldTask Organization from here.

FieldTask Members Page

A side menu will come up. All you need to do is choose the staff you wish to bring into your FieldTask Organization.

FieldTask Member Invite Page

But to invite members not in your GHL Staff, click on the Invite Staff button on the top right of the members page.

FieldTask Members Page

When the invite page loads, all you need to do is enter the email addresses of your members and click Send Invitation.

FieldTask Member Invite Page

You can also upload your members through the Upload a CSV option. But to do that, you need to download our template first.

FieldTask Member Invite Page
FieldTask Member Invite Page

What to read next

HIPAA Compliance & BAA | FieldTask

Learn how FieldTask supports HIPAA compliance for home health and field service teams—encryption, BAAs, access controls, and audit logging.

FieldTask and HighLevel Connection Explained

Explore how FieldTask connects with HighLevel. Learn about two-way syncing, automation, and how to turn HighLevel into a complete field service management solution.