Invite teammates

Same flow as the Getting Started 'Invite your team' article — included here for the Team & Roles index. Open Team → Invite teammate, enter email, pick role, send. Inviting the right roles is what makes the multi-user model actually work; the wrong role means too much access or too little.

Picking a role

Choose Admin for partners, Office for back-office staff, Crew for field workers, Read-only for accountants. Owner is reserved for one person per workspace (you). The narrowest role that lets the person do their actual job is the right one; broader roles create cleanup work when people leave.

After they accept

They appear in Team → Members with their role and status. You can change role or disable at any time. Roles can be changed mid-employment — if your office manager grows into a partner role, upgrade them to Admin without re-inviting.

Plan limits

Each plan caps active users. Trial / Solo: 1. Crew: 5. Pro: 25. If you hit the cap, the invite fails with a clear upgrade message. Billing → Upgrade fixes it on the spot, prorated for the current month.

Common invitation mistakes

• Inviting everyone as Admin 'to be safe.' Tighter roles protect you from accidental data exposure and limit blast radius if a login is compromised.
• Sharing logins to avoid the user limit. The audit trail relies on individual logins; shared logins break accountability.
• Inviting an email that already exists in another workspace. Each email can only own one workspace at a time, but can be a teammate in multiple. The error message is clear when this happens.

When seasonal crews come and go

For seasonal field crews (common in landscaping, painting, roofing), disable the login at end of season instead of deleting. Re-enable in spring — preserves their hours history and avoids needing to re-onboard. Disabled users don't count against the plan's user cap.