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
Login to Handoff: Start by logging into your Handoff account.
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
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 Your Plan's Seats
Check Your Plan: Business tier accounts in Handoff have three total seats available. These seats can be used for you, a foreman, and an office admin.
Starter Tier: Note that starter tier plans only come with one seat available.
Step 4: Invite New Team Members
Click the Plus Button: For business tier subscribers, click the plus (+) button in the top right corner to invite a new team member.
Fill in the Details:
Name: Enter the new team member's name.
Email: Enter their email address.
Phone Number: Enter their phone number.
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
Check Email: The new team member will receive an email with a link to complete their login process.
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
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.