Inviting Team Members
To invite someone to your team:
- 1 Go to Dashboard → Team
- 2 Click "Invite Team Member"
- 3 Enter their name and email address
- 4 Select their role (determines what they can access)
- 5 Send the invitation
They'll receive an email with a link to set up their account.
Roles
Each team member is assigned a role that determines what they can access:
Owner
Single owner per account. Full access to all features including billing and team management.
Admin
Full access to all features. Can manage team members (except the owner).
Manager
Operations management. Can create estimates, manage projects, assign work, and view financials (read-only). Cannot manage team or process payments.
Sales
Customer-facing role. Can create and edit estimates, view projects, and receive lead notifications. Cannot manage invoices or payments.
Crew Leader
Senior field staff. Can view and manage assigned projects, assign work, and manage schedules. Cannot create estimates or view pricing.
Financial
Bookkeeper/accountant role. Can manage invoices, process payments, and view financial reports. Cannot create estimates or manage team.
Employee
Field staff access. Can view their assigned projects, update project status, and communicate through the platform. Cannot create estimates or access financial data.
Permission Details
| Feature | Owner | Admin | Mgr | Sales | Crew | Fin | Emp |
|---|---|---|---|---|---|---|---|
| Create estimates | |||||||
| View all projects | |||||||
| Create invoices | |||||||
| Process payments | |||||||
| View financials | |||||||
| Manage team | |||||||
| Assign work | |||||||
| Update assigned projects |
Who Can Change Roles
- • Owner can change any team member's role (except creating another owner)
- • Admin can change roles for Manager, Sales, Crew Leader, Financial, and Employee
- • Other roles cannot change anyone's role
- • You cannot change your own role
- • There can only be one Owner per account