Invite Your Team

Add employees and assign roles so everyone can access the dashboard.

Open Team and invite coworkers by email. Each person receives an invite to join your company workspace.

Assign a role that matches what they need — owners and managers typically get full settings access; field staff may only need jobs and schedule views.

After they accept, they can sign in and work inside your company’s data only. You can update roles or deactivate access later from the same Team page.

Team features depend on your plan; upgrade or add the Team add-on if invites are not available yet.