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 left hand side, top left corner on your mobile device or bottom left corner select the gear icon.
Step 2: Open the Settings Menu
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
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
Click the green (+ New) Button to add 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:
Create new Projects.
See all your estimates (draft and sent.)
View client information.
Access new features such as Payments & Finance.
Navigate into settings.
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].