Invite your team members
Invite your teammates from Members & Teams in Settings and pick an access level when you send the invitation. Each person receives an email invitation to join your account.
Open Settings and go to Members & Teams, on the Members tab.
Click Invite member.
Enter the person's First Name, Last Name, and Email.
Choose an Access Level. The default is Team Member.
Click Invite Member.
When the invitation goes out, the app confirms it was sent to the person by name.
If something goes wrong, you'll see one of these errors: This email address is already in use or Failed to send invitation. Please try again.
Access levels control what each person can see and do:
Owner has full access to all features.
Team Member can access all jobs, but has no access to most settings and no client access.
Limited Member has restricted access and can only access jobs assigned to them.