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How Do I Add Team Members?
How Do I Add Team Members?
Handoff Support avatar
Written by Handoff Support
Updated this week

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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