Invite your team and choose roles

Give each person the access their job needs — from full control to view-only.

1. 1Go to Team and choose to invite someone.
2. 2Enter their email, pick a role and choose Send invitation.
3. 3They accept from the email, set a password and land in your business. Pending invitations can be resent or cancelled.

Roles at a glance

Owner and Admin: everything, including settings, billing and team.

Office manager: customers, quotes, jobs, scheduling and invoicing.

Dispatcher: the schedule and dispatch board, with read-only customer details.

Technician: only the jobs they're assigned — no pricing or financials.

Finance: invoices, payments and receivables.

Read-only: can look, can't change anything.

The number of users you can have depends on your plan. Settings → Plan & billing shows how many seats you're using.