Invite Teammates

Need someone else on your team to handle loads for a shipper? You can invite them directly from Owlery.

Go to Invite Team

In the left sidebar under Management, click Invite Team.

Select a shipper

Click the shipper row to expand it. You’ll see a list of teammates who already have access.

Send the invite

Click Invite To Team, enter the person’s email address, and click Invite User. They’ll receive an email from support@owlery.ai with a link to sign in.

Track invite status

Invitees show as Pending until they accept and sign in. Once they do, their status changes to Active.

Invitees must sign in with the same email address they were invited with. There’s no limit to how many teammates you can add per shipper.

Manage Contact Roles

You can manage contact roles separately for each shipper from the same Invite Team page. A teammate can have more than one role.

Role	What it is used for	Who to invite
Account Manager	The main contact for spot quotes, RFPs, tenders, and load updates. When the shipper has dispute digests turned on, this role also receives a daily list of disputed invoices with amounts, dates, load links, and invoice links.	Whoever owns the day-to-day relationship with this shipper — the person quoting, tendering, and tracking loads.
RFP Manager	Receives RFP requests and coordinates proposals. This role does not receive spot quote, tender, load update, or invoice emails unless the teammate also has another role that receives them.	Whoever puts together bids and manages the proposal process for this shipper.
Accounting	Receives billing, invoice, and payment communications, including disputed invoice digests when enabled by the shipper. After a payment through Owlery clears, this role receives the remittance details, paid-invoice link, and invoice-and-amount CSV.	Anyone who works on invoicing or freight pay for this shipper — your AP/AR contact, biller, or factoring company.
IT Team	Identifies the teammate responsible for technical setup and access coordination.	Whoever handles integration, EDI, or API setup for this shipper. This doesn’t have to be someone inside your company — invite a third-party EDI provider, integration partner, or IT contractor if they’re the one doing the setup.

Not sure who to invite? Match the role to the type of work, not the person’s title. For example, if your EDI vendor manages a shipper’s EDI/integration setup, invite them directly and assign them the IT Team role — they don’t need to be an employee of your company.

Open the shipper's team

Go to Dashboard → Management → Invite Team and expand the shipper whose invoice contacts you want to manage.

Invite the teammate if needed

Click Invite To Team and enter their email. New teammates start with the Account Manager role.

Set their contact roles

Click the teammate’s Role cell and choose one or more roles. Owlery saves the roles for that shipper relationship.

Repeat for other shippers

Expand each additional shipper and assign the roles there. Changing a role for one shipper does not change the teammate’s role for another shipper.

The shipper controls whether disputed invoice digests are turned on. Payment remittance emails are available only when that shipper pays you through Owlery.

Quotes & Tenders

During Transit

Invoicing

Freight Pay

Integrations

Manage Contact Roles

​Manage Contact Roles

Manage Contact Roles