Business plan subscribers can add up to three team members to share estimates, invoices, clients, and project statuses.
Inviting users is easy when they've never had a Handoff account. But what if the user has an account already?
Here's how to invite existing Handoff users to your team:
Handoff doesn't support merging existing accounts. The user you're inviting must delete their account first.
To invite a user:
Go to Team Settings
Click the plus icon
Enter the user's email and phone number
If you receive an "email already used" error:
Ask the user to delete their existing account
For the user to delete their account:
Log in to Handoff (app or handoff.ai)
Go to Settings
Scroll to "Delete Account" at the bottom
Type "delete my account" and confirm
After account deletion, retry sending the invite from your team settings
Note: Contact Handoff support if you need assistance coordinating account deletion and re-invitation.
Remember: Deleting an account permanently erases all associated data. Ensure the correct account is deleted before proceeding.