Team roles and inviting your team

What each role can do

Owner: everything, plus team, settings, billing, data export and job profit.

Manager: customers, quotes, requests, reports, timesheets, online bookings and the schedule.

Staff: assigned requests and tasks, My day and their own timesheet. Staff do not see Customers, Quotes or Services.

Invite someone

Only the owner can open Team. The Solo plan is for one person.

1. 1Step 1: Open More, then Team.
2. 2Step 2: Under Invite someone, fill in Name and Email, and Phone if you like.
3. 3Step 3: Pick a Role.
4. 4Step 4: Tap Invite team member. They get an email to set up their login.

• Tip: Change a role later under Manage on the person's row. At least one owner must stay active, and you cannot change your own role.

Change someone's name, role, color or hourly cost

Only owners can change another person's details.

1. 1Step 1: Open More, then Team, and tap Manage on the person's row.
2. 2Step 2: Change any of Name, Role, Hourly cost and Schedule color. The bar at the bottom lists what is unsaved.
3. 3Step 3: Tap Save changes once. Only what you changed is saved, and the confirmation lists each change.

• Tip: A new name shows everywhere, including the schedule, requests, tasks and messages.
• Tip: If one change is not allowed, such as removing the last active owner, nothing is saved and the field says why.
• Tip: Tap Discard to put the fields back.

Change someone's sign-in email

Only owners can change another person's email.

1. 1Step 1: Open Manage on the person's row.
2. 2Step 2: Under Sign-in email, enter the new address and tap Change email.
3. 3Step 3: They get a confirmation link at the new address. Their email changes only when they open it and tap Confirm email. Their old address gets a notice.

• Tip: Until they confirm, Team shows Pending email change with Resend link and Cancel change.
• Tip: The link works once and expires after 24 hours. An email another account already uses cannot be chosen.
• Tip: Confirming signs them out on their other devices.

Remove someone from the team

1. 1Step 1: Open Manage on the person's row and tap Remove at the bottom.
2. 2Step 2: Check what moves to Unassigned: their scheduled visits that have not started, open requests, open tasks, recurring plans and their customer conversations in Messages.
3. 3Step 3: Tap Remove to confirm.

• Tip: Their access ends right away: they are signed out everywhere, phone notifications stop and pending invitations are cancelled.
• Tip: Each conversation in Messages shows a note saying why it is unassigned, so you can hand it to someone else.
• Tip: If they connected Google Calendar for the business, it is disconnected and its saved access is revoked at Google. The dialog tells you first. Connect a calendar again in Settings, Integrations.
• Tip: They stop counting as a user, so an extra-user charge goes down with a prorated credit.
• Tip: Completed visits, notes, time entries and activity keep their name. Tap Show removed on Team to see removed people.
• Tip: You cannot remove yourself or the last active owner. To bring someone back, invite their email again.