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.

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.

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.

Invite a New Member

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

• Email — Enter the person's email address.
• Role — Select a role from the dropdown: Owner, Manager, Sales Rep, Crew Lead, or Technician.

1. Click Send Invite.

The person receives an email with a link to set their password and log in. Their role determines what they can see and do. See the Roles and Permissions article for details.

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.

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.