Invite your team
Add office staff and crew members, give each one a role, and we'll email them an invitation to sign in.
Each person gets their own sign-in. Their role decides what they can see and do.
Add a person
- Open Settings → Team & roles.
- Click Add person.
- Enter their First name, Last name and Email (their sign-in).
- Pick a Role (see below).
- Click Add.
We email them an invitation with a Set your password button. They choose their own password and sign in with their email. The link works once and lasts 7 days. Until they've set a password, they show as Invited on the Team page; click the send icon in their row to Resend invite (for example if the link ran out).
Pick a role
- Owner: everything, including settings, team and billing.
- Office: runs the day. Quotes, invoices, schedule, customers and catalog. No team, settings or billing.
- Crew: their own schedule and visits. Clock in and out, notes, photos and checklists. They don't see prices.
On the Growth plan you can also make your own roles. See Roles and permissions.
How many people you can add
- Starter: 1 user (just you)
- Pro: up to 5 users
- Growth: unlimited users
The top of the Team & roles page shows how many you're using. When you're full, Add person is greyed out. The Owner can upgrade in Settings → Billing. See Plans and features.
Crew on the go
Crew members can use the iPhone and iPad app with the same email and password. See Get the mobile app.
More on managing people in Add and remove people.
Next step: Get the mobile app.