Team Management

The Team page is where you manage everyone on your account. You can invite new members, change roles, track activity, and remove people who no longer need access. Go to Team in the sidebar to get started.

The refreshed admin shell keeps the same team workflows, but the page now uses the shared blue/slate workspace styling, summary cards, and tighter tab treatment used across the rest of the admin area.

Team Page Layout

The main Team page displays a table with one row per team member. Each row shows:

• Name — The person's full name.
• Email — The email address they use to log in.
• Role Badge — A color-coded badge indicating their role:
• Owner — purple badge
• Manager — blue badge
• Sales Rep — green badge
• Crew Lead — orange badge
• Technician — yellow badge
• Last Active — The date and time they last logged in or took an action.
• Actions — Buttons to change the role or remove the member.

Above the table, the page now also shows summary cards for current team counts so owners can scan active membership before opening invite or edit actions.

Sub-Navigation

The Team section has five tabs across the top of the page:

• Team — The member list described above.
• Activity — A log of recent actions taken by team members.
• Leaderboard — Performance rankings for your sales team.
• Permissions — Role-based access control settings.
• Territories — Geographic territory assignments for sales reps.

Click any tab to switch views. Each tab has its own dedicated article in this documentation. The tab strip now matches the rest of the admin workspace with blue active states instead of the older mixed accent styling.

Invite a New Member

1. Click the Invite Member button in the top right corner of the Team page.
2. A dialog appears with four key fields:

• Email — Enter the person's email address.
• Role — Select a role from the dropdown: Owner, Manager, Sales Rep, Crew Lead, or Technician.
• Red Line Access -- Turn this on when the teammate should be allowed to use the Red Line estimator workflow.
• Rehash Access -- Turn this on when the teammate should be allowed to work the residential Rehash queue and reporting pages.

1. Click Send Invite.

The person receives an email with a link to finish account setup. New team members land on a password-creation screen first, then enter the dashboard with their role already assigned. Existing users who are being re-granted access receive a direct sign-in link instead. Their role determines what they can see and do. See the Roles and Permissions article for details.

By default, managers and sales reps are usually the best candidates for Red Line access, but the toggle lets you override that per person. That makes it easy to run mixed teams where some people use Red Line and others stay on standard pricing.

That override now flows all the way back into the residential estimator's rep-assignment list too. If you explicitly enable Red Line Access for a teammate outside the default owner / manager / sales-rep roles, that person can now be selected as the assigned rep on residential estimates instead of being silently filtered out.

When you change the role in either the invite dialog or the edit sheet, CE Pro now refreshes the Red Line Access toggle to that role's default starting point. You can still flip the toggle manually afterward if this teammate is an exception.

That same role reset now applies to Rehash Access too, so switching someone into or out of the residential sales-manager workflow does not leave the Rehash workspace open by accident.

The setup and access links now carry the invited workspace context all the way through the sign-in flow, so the member returns to the same admin workspace that sent the invite or resend.

If the direct sign-in link path is temporarily unavailable for an existing teammate, CleanEstimate Pro now falls back to a recovery-style setup link automatically instead of failing the send altogether.

Change a Member's Role

1. Find the person in the team table.
2. Click the role badge next to their name.
3. A dropdown appears with all five roles.
4. Select the new role.

The change takes effect immediately. The next time the person loads a page, they see updated navigation and access.

Tip: Changing a role does not affect past activity. Estimates they created, messages they sent, and jobs they worked remain in your records.

Edit Red Line Access

Open a team member from the table to edit their profile. The edit sheet includes a Red line access toggle so you can enable or disable the Red Line estimator for that specific teammate without changing their role.

The same edit sheet now also includes a Rehash access toggle. Use it when someone should work residential win-back activity and recovered-close reporting without changing their base role.

This same per-person setting also drives which assigned rep gets Red Line floor logic on residential estimates. If a manager builds a quote for Rep A and then switches the assigned rep to Rep B, the estimator now follows Rep B's Red Line access instead of the manager's own login.

If the residential estimator says the assigned rep is on standard pricing, come back here and check that teammate's Red Line Access toggle. Red Line visibility is based on the rep attached to the estimate, not the office user who happened to open the quote.

If an estimate still points to an old or unavailable rep record, CE Pro now fails closed and keeps the quote on standard pricing instead of falling back to whoever opened the estimate. That protects Red Line floors from changing just because a manager or owner happened to review the deal later.

Use this when:

• A manager should review Red Line deals but a technician should not see them.
• A new rep is training and should stay on standard pricing for a while.
• A mixed-comp team needs some people on Red Line and others on a different plan.
• A residential sales manager should work the Rehash queue even if the rest of the team does not.

Remove a Team Member

1. Find the person in the team table.
2. Click the Remove button on the right side of their row.
3. A confirmation dialog appears. Click Confirm.

The person loses access immediately. They cannot log back in. Their historical activity stays in your account.

Warning: You cannot remove yourself. Another Owner must remove your account if needed.

Activity Tab

Click the Activity tab to see a chronological log of actions taken by your team. Each entry shows the team member's name, what they did, and when they did it.

Use this tab to:

• Audit who changed a proposal or estimate.
• See when a team member last logged in.
• Track productivity across the team.

Tips

• Invite team members with the least access they need. You can always upgrade a role later.
• Check the team page monthly. Remove people who have left your company.
• Use the Activity tab to spot issues before they become problems. If a rep has not logged in for a week, follow up.
• Color-coded role badges make it easy to scan the table and see your team structure at a glance.