Invite and onboard members

Onboarding works best when identity, role, aircraft access, and qualifications are reviewed together.

1. 1

   Add or invite the person

   Enter the member’s name and verified email. If preserving older records, stage the historical identity first so prior reservations and expenses can be linked.

2. 2

   Assign the partnership role

   Use Owner/Admin only for people responsible for configuration and access. Use Maintenance Manager for authorized maintenance coordination and Partner/Member for ordinary operations.

3. 3

   Review every aircraft

   Set no access, view only, or schedule and fly as appropriate. Review maintenance-management permission separately.

4. 4

   Add instructor and qualification context

   Mark approved instructors and configure qualification requirements or verified currency overrides only after checking the partnership’s source documentation.

5. 5

   Send and verify

   The invitation must be accepted by an account using the same email address. Revoke stale or incorrect invitations.