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How Do I Add Team Members?

Handoff Support avatar
Written by Handoff Support
Updated over a month ago

Video Walkthrough

How to Add Team Members to Your Handoff Account

Adding team members to your Handoff account is straightforward. Follow these step-by-step instructions to invite and manage team members in your account.

Step-by-Step Guide

Step 1: Access Your Settings

  1. Login to Handoff: Start by logging into your Handoff account.

  2. Navigate to Settings: In the top left corner of the dashboard, click on your avatar (with your initials) to go to your settings.

Step 2: Open the Access Menu

  1. Click Access Menu: In the settings, click on the "Access Menu." This will bring you to the section where you can manage your team members.

Step 3: Understand How Many Users You can Have

  1. Check Your Plan: Business tier accounts in Handoff can have three total users. For example: The same team account can be used by yourself, a foreman, and an office admin. Or another example: for yourself and two business partners.

    • Starter Tier: Note that starter tier plans only come with one user available. You cannot add additional users to the Starter Tier account.

Step 4: Invite New Team Members

  1. Click the Plus Button: For business tier subscribers, click the plus (+) button in the top right corner to invite a new team member.

  2. Fill in the Details:

    • Name: Enter the new team member's name.

    • Email: Enter their email address.

    • Phone Number: Enter their phone number.

  3. Save and Send Invite: Click the "Save" button in the top right to save this invite and send it off.

Step 5: New Team Member Setup

  1. Check Email: The new team member will receive an email with a link to complete their login process.

  2. Complete Login: The new team member will click the link in the email and log in using their phone number moving forward.

Step 6: Access and Permissions

  1. Account Access: The new team member now has access to your Handoff account. They will be able to:

    • See all your estimates (draft and sent).

    • View client information.

    • Access new features such as invoicing.

    • Navigate into settings.

And that's all there is to it! By following these steps, you can efficiently add and manage team members in your Handoff account.

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