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How do I add a new team member whose phone number or email is already registered with another company in the system?

If you receive a message stating "This user is already on Yeti. Continue selecting the Role, and save it to add them as a user..." when adding a team member, it means their phone number or email address is already linked to an existing profile (usually from a previous employer or subcontractor relationship).

Because their contact info is unique and already verified, you do not need to create a brand-new profile from scratch.

How to add the user to your company:

  1. Ignore the warning message and continue filling out the user's profile.
  2. Select the appropriate Role and permissions for them within your company.
  3. Click Save.

The user is now successfully attached to your account. They do not need a second phone number or a new email address.

How the user switches between companies:

Once you have saved them to your account, the user can easily toggle back and forth between their old company and your company using their single existing login:

  1. Log into the app or web portal using their standard credentials.
  2. Click on the current company name displayed at the top of the menu or dashboard.
  3. A dropdown list will appear showing all companies their profile is linked to.
  4. Select your company name from the list to view your company's routes, schedule, and information.