Your team

Invite your team under Team so they see new leads and bookings too. Your plan sets how many people you can have.

What each role can do

Role	What they can do
Owner	Everything, including billing and deleting the business
Admin	Everything except billing and deleting the business
Member	Leads and bookings only

Members can still be assigned leads, go on site visits and add notes.

Invite someone

Choose Invite someone, enter their email and choose a role. They get an email with a link to join, which works for 7 days. You can cancel an invitation before they accept it.

Each person signs in with their own email and password, and can turn on two-step sign-in. Never share one login between people.

Change a role or remove someone

Change someone’s role from the list on Team. Removing someone takes their access away straight away; leads they worked on stay as they are.

Leaving a business

If you’re in someone else’s business, you can leave it from Team with Leave this team. You’ll stop getting its leads, and someone will need to invite you again to come back.

Working with a web designer or marketer?

If an agency looks after your website, they can manage your estimator from their own agency account, without sharing your login. See Agencies.