Users & Permissions
Invite users, manage roles, and control access.
By Dave and 2 others3 authors3 articles
- How to invite team membersInvite a team member by email or phone, choose their role, and manage pending invites, role changes, and removals from Settings.
- How roles and permissions workSee what Admin, Project Manager, Sales, and Field Crew can do by default, what each permission controls, and how custom roles work.
- How seats and team member limits workSee how many team members each plan includes, what counts as a seat, how to add seats, and what happens when you reach your limit.