How to invite your crew

Send an invite

They’ll get an email with a link to set their password, and they land straight in your account.

1. 1
   Tap your name at the top right, then Users & team. (On a computer, click Team in the side menu.)
2. 2
   Tap the blue + button.
3. 3
   Enter their Name and Email.
4. 4
   Under Access, choose Admin, Project Manager or Employee.
5. 5
   Tap Send invite.

Which role should I pick?

• Admin — everything: quotes, pricing, invoicing, jobs and the calendar. Good for the office.
• Project Manager — runs the work: jobs, scheduling, customers and invoicing. Quotes and pricing are hidden.
• Employee — on the tools: their jobs and the calendar, clock on/off and photos. Can’t schedule, edit customers or delete.

Pending invites

Anyone who hasn’t set their password yet shows under Waiting to accept. Tap Revoke to cancel an invite.

Change someone’s settings

Tap a person on the Team page to open their settings. You can change their name, mobile, start date, working days and hours, their cost per hour and overtime rate, and their access level. Tap Save when you’re done.

• Their working days and hours show them as unavailable outside those times when you schedule.
• Their cost per hour is private to you and feeds your job profit.
• Locked out? Tap Send password reset email.

Remove someone

1. 1
   Tap the person on the Team page.
2. 2
   Tap Remove from team and confirm.