Invite Team Members
Collaborate with your team by inviting them to join your GetCost business account.
Why Invite Team Members?
Inviting team members allows you to collaborate on projects, share information, and streamline communication within your business.
Collaboration
Work together on projects and jobs, sharing files and information.
Communication
Message team members directly within the app's chat feature.
Efficiency
Assign jobs to team members and track progress in real-time.
How to Invite
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Go to Settings
Open the menu and navigate to Settings.
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Select Users & Teams
Choose Users & Teams from the settings menu.
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Send Invitation
Enter your team member's email address and send the invitation.
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Team Member Joins
Once they accept, they can create their account and join your business.
After They Join
Once your team member joins your business, you can:
- Assign Jobs - Delegate work to specific team members
- Set Profiles - Define roles (accountant, sales, estimator, etc.)
- Track Time - Monitor their timesheet entries
- Communicate - Chat directly within the app
Multiple businesses: If you manage more than one business, team members
must be invited separately to each one. An invitation to one business does not grant
access to your other businesses.