How to invite someone to your Metro Vancouver IT dashboard

Why we built this instead of another shared inbox

We have already watched shared logins slow a business down. On the Judi Wang CPA project, shared logins and ad-hoc file shares were part of the problem we were hired to fix. Staff needed named accounts and role-based access, not one password on a sticky note. The same rule now applies to the hosting dashboard we operate: the bookkeeper should not have SiteWorx, and the freelancer should not open invoice PDFs unless you chose Full access.

If you host a public site with us — a school like Modern Warrior is the named example on this site — you already have a dashboard for services, invoices, and tickets. The new Team page is how a second person joins that same account without becoming a second owner.

Alexey, founder of Metro Vancouver IT, reviewed the roles and the copy on the Team page. If a sentence here disagrees with what you see after you sign in, the dashboard wins and you should tell us.

The pages you will actually use

These are live URLs on metrovancouverit.ca. Bookmark the Team page if you invite people more than once.

1. Sign in: https://metrovancouverit.ca/login
2. Dashboard home: https://metrovancouverit.ca/dashboard
3. Invite, resend, change a role, or remove someone: https://metrovancouverit.ca/dashboard/team
4. Services they may see: https://metrovancouverit.ca/dashboard/subscriptions
5. Invoices (Billing and Full access): https://metrovancouverit.ca/dashboard/invoices
6. Credentials (Technical and Full access): https://metrovancouverit.ca/dashboard/credentials
7. Support tickets (every invited role): https://metrovancouverit.ca/dashboard/tickets
8. Their password and 2FA: https://metrovancouverit.ca/user/profile
9. Accept an invitation: https://metrovancouverit.ca/account/invitations/{token} — the token is only in the email we send. There is no public directory of invitations.

Public signup is closed. A new person gets a login only after checkout, or after they accept an invitation. If they already have a Metro Vancouver IT login, they must sign in as the invited address before they can join.

Invite someone in five minutes

1. Open /login as the owner. If you are not the owner, Team will not appear in the sidebar and /dashboard/team will refuse the request.
2. Open /dashboard, then Team in the sidebar, or go straight to /dashboard/team.
3. Under Invite someone, type the other person’s email — not yours.
4. Set Access to Billing, Technical, or Full access. The page repeats what each role can do.
5. Click Send invitation. They receive an email titled from Metro Vancouver IT with a button: Accept invitation.

The invitation expires in 7 days. Until they accept, they appear under Pending invitations with Resend and Cancel. After they accept, they move to People with access, where you can change the role or Remove them.

If they already have a Metro Vancouver IT login on that same email, the Accept invitation link sends them to /login first. After they sign in, they return to the invitation URL and click Join this dashboard. If they do not have a login yet, the same URL asks for a name and a password (minimum 8 characters) and then creates the account.

If they click the link while signed in as a different email, the page says Wrong account and offers Log out to continue. That is expected. The invitation is tied to one address.

What each role can open

Support is on every invited role on purpose. A bookkeeper who sees a failed payment should be able to open a ticket. A developer who sees a down site should be able to reply on the same thread. The ticket still belongs to the owner’s account. Each message shows who wrote it.

Email about that ticket goes to the owner, plus members whose role covers the item: Billing for payment and plan replies, Technical for credentials and service replies. We do not fan a service-request thread out to a Billing-only member.

After they join

Accepting the invitation drops them on /dashboard already viewing your account. If they later sign in again and land on an empty dashboard of their own, that is their personal login — not a missing invite. Use the Viewing menu in the sidebar to switch back to your account. The same switch lives on /user/profile under Accounts you can access.

They should set two-factor authentication on that profile page. Their password is theirs. Resetting it does not change yours.

They can leave your account from the same profile list, or from the dashboard leave action when they are viewing your account. After they leave, they need a new invitation to come back. Removing them from Team does the same thing from your side.

What we recommend today (14 September 2026)

This is the recommendation Metro Vancouver IT currently stands behind, not a generic best-practice paragraph:

• Invite the person who pays invoices as Billing.
• Invite the person who ships code or edits WordPress as Technical.
• Use Full access only for a partner who already sees both the books and the server.
• Do not paste the owner password into Slack, email, or a password manager shared with a contractor.
• Team invitations are included with the customer dashboard. There is no extra monthly line for a bookkeeper seat. Hosting itself is still the plan you already bought on /pricing or at checkout.

If you do not have hosting with us yet, start at WordPress hosting or contact. Invitations only appear after there is an account to invite people into.

Printable checklist

1. I will not invite the email I already use as owner.
2. The person has an email they actually read. The link lasts 7 days.
3. If they only pay invoices: Billing. If they only touch hosting: Technical.
4. If they need both, I will send Full access — not my password.
5. They will set their own password and can turn on 2FA at /user/profile.
6. I can Resend, change the role, or Remove them from /dashboard/team.
7. I told them support replies live in the dashboard, not as a long email thread.
8. If they already have a Metro Vancouver IT login, they sign in as that invited email first.