Team and roles

One workspace, one company. Invite the office and the crew leads and everyone works off the same clients, projects and reports.

Roles

1. Owner. Everything, plus billing. The person who signed up.
2. Admin. Everything except billing: edit and delete any report, manage the team, connect integrations, change settings.
3. Member. Create reports and edit their own drafts. Cannot edit a published report or delete one.

Inviting

1. Open Team and choose Invite Team Member. Enter the email and pick a role.
2. They get an email with a link. If they do not have an account yet, the link takes them through signup and straight into your workspace.
3. Resend or revoke a pending invitation from the same page.

In the app Team ›Invite Team Member

Seats per plan

Standard includes 5 seats, Pro 10, Business as many as you need. Pending invitations hold a seat until they are accepted or revoked.

Read-only seats

If a plan change leaves more members than seats, the members past the cap become read-only: they can open everything but not create or edit, until the owner upgrades or frees a seat. They get an email when it happens.