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How Do I Add Team Members?

Handoff Support avatar
Written by Handoff Support
Updated over 2 weeks 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 1: Access Your Settings

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

  2. Navigate to Settings: In the left hand side, top left corner on your mobile device or bottom left corner select the gear icon.

Step 2: Open the Settings Menu

  1. Click Settings Menu: In the settings, navigate to the "Team & Account" section and select "Team Users". 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 green (+ New) Button to add 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:

    • Create new Projects.

    • See all your estimates (draft and sent.)

    • View client information.

    • Access new features such as Payments & Finance.

    • Navigate into settings.

How to Invite an Existing Handoff User to Your Team

If the person you're trying to invite already has a Handoff account, the invite will not go through unless specific steps are taken—even if you're only reusing one part of their original contact info.

Why This Happens

Handoff accounts are tied to a unique email and phone number combination, and both must be unused in any other account.
The invite will fail if:

  • The email is already used with a different phone number

  • The phone number is already used with a different email

Both the email and phone number must be completely unused in any other Handoff account in order for the invite to go through.

Option 1: Have Them Delete Their Original Account

If they no longer need their personal Handoff account, they can delete it by following these steps:

  1. Log in to Handoff

  2. Click the Settings icon (gear symbol) in the bottom left corner

  3. Scroll to the bottom of the page and click Delete account under the Danger Zone section

  4. Follow the prompts to complete the deletion

Once their original account is removed, you'll be able to invite them using that same email and phone number.

Option 2: Use a Different Email and Phone Number

If they wish to keep their current Handoff account, you'll need to invite them using an entirely different email and phone number combination—both must not be associated with any existing Handoff accounts.

If you're on our Business plan and would like to more than 3 users please contact your Customer Success Coach or email us at [email protected].

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