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Invite Your Team

Add users with roles so estimators, office staff, and admins share one account.

Published · 3 min read

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Overview

Invite your team during initial setup under Business Settings → Manage Team — part of Phase 1 onboarding.

Open: Manage Team

Invite a user

  1. Open Business Settings → Manage Team
  2. Click Invite User
  3. Enter email and assign a role (admin, estimator, etc.)
  4. Send invite — they accept via email link

See Team members for roles, permissions, and crew assignment.

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