---
title: Inviting Crew Members
description: This article covers how to invite crew members (internal company users) who will access Toolbx Dealer Admin. It is separate from inviting customers to the builder portal. You need User Management permission to see the Invite and Bulk Invite options.
---
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March 18, 2026
# Inviting Crew Members
## This article covers how to invite crew members (other internal company users) who will access Dealer Admin. It is separate from inviting customers to the builder portal. You need User Management permission to see the Invite and Bulk Invite options.
### **Individual Crew Invites**
To send an invitation to an individual crew member, click **Invite** on the Crew page (Dealer Admin → **Settings** → **Company Settings** → **Crew**). The Invite Crew modal opens where you can enter the invitee’s details. Only the following field is required to send a crew invite:
**Email (required):** The email address for this crew member. They will receive the invite and use it to sign in to Dealer Admin. You can optionally assign one or more roles in the modal; if you do not, they will receive the dealer’s default roles.
---
### **Bulk Uploading Crew Invites**
To send invitations to multiple crew members, click **Bulk Invite** on the Crew page. The bulk upload process begins with a CSV file containing the necessary crew details. The file should include the following columns:
**Email (required):** The email address for this crew member. They will receive the invite and use it to sign up or sign in to Dealer Admin. Each email may appear only once in the file; duplicates are rejected.
**Role (optional):** The dealer role(s) this crew member will have after they accept the invite (e.g. Admin, Viewer). Role names must match the roles configured for your site. You can use a single column named **Role**, or multiple columns **Role 1**, **Role 2**, **Role 3**, etc. to assign more than one role per row. If Role is omitted or left empty, the dealer’s default roles are applied. Do not use both an unnumbered **Role** column and **Role 1** in the same file—use either **Role** alone or **Role 1**, **Role 2**, etc.
Only **Email** and **Role**-style columns (Role, Role 1, Role 2, …) are allowed. Any other column header is invalid and the upload will be rejected.
---
#### **Example: Creating Bulk Crew Invites**
| **Email** | **Role** |
| --- | --- |
| jane@dealer.com | Admin |
| bob@dealer.com | Viewer |
| alice@dealer.com | |
#### **Example with multiple roles per person:**
| **Email** | **Role 1** | **Role 2** |
| --- | --- | --- |
| jane@dealer.com | Admin | Viewer |
| bob@dealer.com | Viewer | |
| alice@dealer.com | | |
You can use the bulk upload modal to download a CSV template [here](https://docs.google.com/spreadsheets/d/10EURhj67ZANQNEzxdQXB51iLeOw0zPYa56UB7H0mXio/edit?usp=sharing).
---
### **Validation and Errors**
**At upload (header validation):** The file is checked for a required **Email** column. Any header that is not **Email** or **Role** / **Role 1** / **Role 2** / etc. is invalid. Duplicate or empty headers are also reported and can cause the upload to be rejected.
**After processing (row-level):** Invalid or empty email, duplicate email in the file, invalid role name, or “email already in use” (active member) will produce errors in the job result. Failed rows do not prevent other rows from being processed.
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