Invite your team and assign roles

Choose the right role

Company owners can use a standard role or create a custom one. Permissions control actions, while record scope controls whether a person sees assigned, team, or all records.

Invite a team member

1. Open Settings → Team.
2. Select Invite member.
3. Enter the person’s name and email.
4. Choose a role and confirm the record scope.
5. Send the invitation.

Review access

Use a narrow role for technicians who should see only assigned work. Dispatchers usually need schedule and team visibility. Bookkeepers can receive financial access without lead or dispatch permissions.

Security note: Review roles whenever responsibilities change. Permission changes are recorded in the activity log.