To invite a team member, go to Settings > Team & Account > Team members and select Send invite after adding their details. They get a message with a link to join your company.
Available on the Flex, Pro, Scale, and Business plans. The Role field is available on the Pro and Scale plans. You need permission to edit Company settings. Works on desktop and in the mobile app.
Invite a team member
Open Settings. On desktop, select your company logo and name at the bottom left, then select Settings. In the mobile app, select the button at the top left that shows your logo or business initials, then select Settings.
Select Team & Account > Team members.
On desktop, select New. In the mobile app, select Invite teammate.
In Invite a teammate, enter a Name.
Enter an Email, a Phone number, or both. You need at least one.
On the Pro and Scale plans, choose a Role.
Select Send invite.
The message Team member invited successfully appears, and the person shows in the list with (Invited) after their name.
If your plan has no Role field, the invitee joins as an Admin. The Role field also starts on Admin, so choose the role before you select Send invite. See How roles and permissions work.
What the invitee gets and how they join
Handoff sends an email, a text message, or both, depending on the contact details you entered. The message links to Handoff.
The invitee opens the link and signs in with the email or phone number you used, with a one-time code. They finish sign-up, and their status changes from invited to active.
You can select Resend invitation at any time while the invite is pending.
Invite someone who already has a Handoff account
If the person already has their own Handoff account, they get an invitation to join your company. Their estimates, proposals, and clients move into your company when they select Join. They can select Reject Invitation instead. Joining can't be undone.
Handoff blocks the invite in two cases:
Active subscription: their own company has an active paid subscription.
Issued invoices: their own company has issued invoices.
In either case, ask them to use a different email, or contact support.
Manage pending invites
A pending invite uses one seat until the person joins or you delete the invite. To see your seat count, read How seats and team member limits work.
Go to Settings > Team & Account > Team members.
Find the row with (Invited) after the name and open its three-dot menu.
Select Resend invitation to send the message again, or Delete to cancel the invite.
Deleting a pending invite frees the seat.
Change a role or remove a team member
To change a role:
Go to Settings > Team & Account > Team members.
Open the three-dot menu on the person's row and select Edit.
Choose a new Role and select Save.
The person is notified that their role changed. You can't move the last Admin to another role. The Role field is on the Pro and Scale plans.
To remove a team member:
Go to Settings > Team & Account > Team members.
Open the three-dot menu on the person's row and select Delete.
Confirm the deletion.
Deleting a team member is permanent. Handoff has no way to deactivate someone or transfer ownership, and the person receives an email. You can't delete yourself, and you need permission to delete Company settings.