Getting started
Invite teammates
Send invitations, choose roles, and revoke access.
Visit /settings/team as a company admin. Enter the invitee's email and pick one or more roles. We generate a one-time invitation link — copy and share it however you like.
Roles:
- Company Admin — full access including billing and team management.
- Manager — full visibility across sales and delivery, no billing.
- Sales Rep — own leads and quotes only; appears on the leaderboard.
- Team Member — only projects they're assigned to.
- Client — their own projects and invoices, via the client portal.