Team management
Everyone who touches your projects can have their own portal login - no shared inboxes, and everyone’s notifications go where they should.
Inviting someone
Section titled “Inviting someone”- Open Team in the sidebar.
- Select Invite user.
- Enter their name, work email, and phone.
- Choose a role: User or Manager.
- Send. They receive an email invitation and sign in with their own address - onboarding is already done, so they land straight on the dashboard.
User or Manager?
Section titled “User or Manager?”| Ability | User | Manager |
|---|---|---|
| Inventory, installs, will-call, issues, notifications, own profile | Yes | Yes |
| See invoices, manage payment method, automatic billing | No | Yes |
| Invite and manage team members | No | Yes |
Give Manager to whoever owns billing; User fits designers and project staff who need the day-to-day without the financials.
The team table shows each member’s role and status, so you always know who has access.