Invite your team and set roles
Add your crew and control what each person can see and do.
Before you start
- You're an Owner or Admin.
Invite the people you work with so you can assign jobs and keep sensitive numbers private. Each person gets a role that controls what they can access.
Send an invitation
- 1In the left menu, click Team, then open the Invitations tab.
- 2Enter the person's email (required) and choose a role.
- 3Click Send invitation. They get an email with a link to join your workspace.
Roles at a glance
- Owner — full access, including billing.
- Admin — full access except ownership-level actions.
- Manager — runs day-to-day work; no settings or team management.
- Technician — sees their assigned jobs; costs and margins are hidden.
- Viewer — read-only access.
Note · The free Solo plan includes one user. To invite your crew, upgrade to Pro — you'll be prompted when you add a teammate.
Tip · Need to hide costs while screen-sharing with a technician? Use Technician mode from the sidebar to mask margins on the spot.