Invite Your Team

Overview

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

Open: Manage Team

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Invite office staff

1. Open Business Settings → Manage Team
2. Click Add Team Member
3. Choose Team Member, Salesperson, or Manager
4. Enter email and assign permissions
5. Send invite — they accept via email link

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Invite operations workers

For installers, shop fabricators, or yard staff:

1. Add Team Member
2. Set Job Role to Operations worker
3. Select Field / Install, Shop / Fabrication, and/or Yard / Staging
4. Send invite

See Invite an operations worker for dual-role users, seat limits, and portal access.

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