Users & Teams

Invite team members, manage permissions, and control access to your business.

Inviting Team Members

You can invite employees, helpers, partners, or accountants to your business from the Settings | Users & Teams screen.

Multiple businesses: Team members are invited per business. If you manage more than one business, you must send a separate invitation from each business's Users & Teams screen. Access to one business does not carry over to another.

What You Can Control

  • What screens they can access
  • What data they can view or edit
  • Their role and permissions using custom profiles

Editing a Team Member

Tap on any team member in the list to open their details. From there you can change their role, color, hourly rate, mileage rate, and client assignment.

Profile

The Profile button opens the team member's profile settings, where you can configure their permissions, default values, and screen visibility. Only the business owner can access this.

User Information

The User Information button lets the owner or an admin edit the team member's personal details: display name, first and last name, phone number, and mailing address.

Note: The User Information button is only available for team members who have accepted their invitation. Suspended or removed members cannot be edited.

Grouping Members into Teams

A team is a named group of members. Once you have a few members, the business owner can press New Team at the bottom of the Users & Teams screen to create one.

  1. Name the Team

    Give the team a name, such as "Framing Crew" or "Install Team".

  2. Pick a Color

    Choose a color for the team. The color makes the team easy to spot at a glance on the schedule and in assignment lists.

  3. Add Members

    Select the members who belong to the team. Each member's role is shown beside their name so you can confirm who you are adding.

Why teams help: When you assign a job, you can pick a whole team at once instead of adding each member one by one - so putting the right people together up front makes assigning work much faster.
Editing a team: Tap a team in the list to rename it, change its color, or add and remove members. To delete the team, open the More menu and choose Delete; you will be asked to confirm. Deleting a team does not remove the members themselves.

Suspend or Remove Users

  1. Open User Profile

    Navigate to the user's information in Users & Teams.

  2. Suspend User

    Press the Suspend button and confirm your choice.

  3. Remove Permanently

    After suspending, you'll have the option to remove the user permanently.

Note: Suspended users lose access but their data remains for reference. Only remove permanently when you're sure you no longer need their records.