Add and remove people
Give your team their own sign-in, change their role, and turn off or remove access.
Each person on your team gets their own sign-in (their email and a password) and a role that decides what they can see and do. You manage everyone in Settings → Team & roles. You need the Team & roles permission; Owners have it.
How many people your plan includes
| Plan | People who can sign in |
|---|---|
| Starter | 1 |
| Pro | 5 |
| Growth | Unlimited |
Only active people count. When you're full, Add person turns off and you'll see a note to upgrade in Settings → Billing. See Plans and features.
Add a person
- Open Settings → Team & roles. The People tab lists everyone.
- Click Add person.
- Enter their First name, Last name and Email (their sign-in). Add a Phone if you like.
- Optional: enter their Pay rate (for the pay report) and Hourly cost (for job costing).
- Pick a Role. New people start as Crew.
- Click Add.
We email them an invitation. They click Set your password, choose a password and sign in with their email. The link works once and lasts 7 days.
Invitations
- Someone who hasn't set their password yet shows as Invited. Hover over the tag to see when they were invited.
- To send a fresh link, click the send icon (Resend invite) in their row. Earlier links stop working.
- Didn't get it? Check their spam folder and that the email address is right. You can also click the pencil and Set a new password for them, then tell them what it is.
- Once signed in, anyone can change their password under Account settings (on the app, More → Account), or use Forgot password on the sign-in page.
You can also add people in the app under More → Team & roles.
Change someone's role or details
- Change the role from the Role menu in their row. It takes effect within a minute.
- Click the pencil to edit their name, email, phone, rates, or set a new password.
Deactivate or remove someone
- Deactivate (the person-with-an-X icon) stops them signing in but keeps them on your list. It frees their seat. Click Reactivate to bring them back, if you have a free seat.
- Remove (the trash icon) takes them off your team for good. Their past visits, time and notes stay on record, and their email can be used again later.
You can't deactivate or remove yourself, and there must always be at least one active Owner.
See also Roles and permissions and Invite your team.