Adding Your Team

CleanEstimate Pro supports multiple users on one account. Each person gets their own login and sees only what their role allows. This guide covers inviting members, understanding roles, and managing your team.

Open the Team Page

Click Team in the left sidebar. The Team page shows a table of everyone on your account: their name, email, role, and status.

Invite a New Member

Click the Invite Member button in the top right corner of the Team page.

A dialog appears with two fields:

1. Email — The email address of the person you want to invite.
2. Role — A dropdown with five options: Owner, Manager, Sales Rep, Crew Lead, Technician.

Fill in both fields. Click Send Invite.

Understanding Roles

Each role controls what the person can see and do inside the app. Choose the role that matches the person's job.

Owner

Full access to everything. This includes billing, organization settings, deleting the account, and managing other owners. Use this role for business owners and partners.

Manager

Access to everything except billing management and organization deletion. Managers can invite team members, configure pricing, manage clients, and view all reports. Use this role for office managers and operations leads.

Sales Rep

Can create and manage estimates, view clients, work the sales pipeline, and send messages. Cannot access billing, organization settings, or team management. Use this role for salespeople and estimators in the field.

Crew Lead

Can view the job schedule, update job statuses, and view details for assigned jobs. Cannot create estimates or access settings. Use this role for crew supervisors who need to see the day's work.

Technician

Can view today's schedule and update job status for assigned jobs. The most limited role. Use this role for field technicians who only need to check in and out of jobs.

What the Invited Person Sees

After you send the invite:

1. The person receives an email from CleanEstimate Pro.
2. They click the link in the email.
3. They set a password.
4. They log in and land on the dashboard.

The dashboard and sidebar show only the pages their role allows. A Sales Rep, for example, sees Estimates, Clients, Pipeline, and Messages. They do not see Settings, Billing, or Team.

Change a Member's Role

Find the person in the team table. Click the role badge next to their name. A dropdown appears with all five roles.

Select the new role. The change takes effect immediately. The next time that person loads a page, they see updated navigation and permissions.

Remove a Team Member

Find the person in the team table. Click the Remove button on the right side of their row.

A confirmation dialog appears. Click Confirm to remove them. They lose access immediately and cannot log back in.

Removing a member does not delete their past activity. Estimates they created, messages they sent, and jobs they worked still appear in your records.

Tips

• Start with roles, not names. Decide which roles your business needs before inviting people. Most small teams need one Owner, one Manager, and a few Sales Reps.
• Use the least access needed. Give people only the access their job requires. You can always upgrade a role later.
• Check the team page monthly. Remove people who left. Inactive accounts with access are a security risk.