Inviting your team

Go to Team → Invite Member.

1. Enter their email address.
2. Pick a role: Owner, Admin, or Member (field worker).
3. Click Send Invite. They get an email with a sign-up link.

Once they accept, they appear in your Team list with their assigned role. Each team member gets their own login and sees jobs, timesheets, and tasks assigned to them.

Roles at a glance

• Owner: full access to everything including billing and account deletion.
• Admin: can manage jobs, quotes, invoices, clients, and team members. Cannot access billing.
• Member: can view assigned jobs, clock in/out, upload photos, and submit timesheets. Cannot see financials unless granted access.
• Subcontractor: limited view of assigned jobs only.

You can change roles or remove team members any time from the Team page.