Invite Team Members to Your Account

Go to Team Members in the sidebar and click Add Member. Enter their name and email (phone is optional), then pick an access level:

• Admin — runs the business with you. Full access to every tool, including prices and totals, and can manage the team.
• Sales — works leads & customers, builds proposals and invoices, orders and views reports. No billing or team management.
• Field Crew — job sites and Crew Cam AI only. No office tools, no prices.

Every access level can be fine-tuned under Customize access, and the See prices & totals checkbox controls whether that person sees any dollar amounts.

Your invitee gets an email link to set up their own login — or you can set a password for them on the spot and share it. There is no per-seat fee for team members.

Want the full picture? Read Team Members: Roles, Permissions & Monitoring — the complete guide.