Team3 min read
Invite your team and set roles
Give office staff, foremen or your accountant their own login with a role that limits what they can see and do. Pro includes 2 seats, Elite 5.
Two kinds of people
- Team members log in to QuoteAI with their own email and password and see the parts of the account their role allows. They use a seat.
- Workers only clock time from a personal link (see the costs and time article). They never log in and do not use a seat.
Roles
- Admin — full access except billing.
- Office — quotes, clients, contracts, jobs and invoicing.
- Foreman — jobs and time entries; read-only everywhere else.
- Viewer — read-only everywhere. Good for an accountant or a partner.
Only the owner sees Plan & Billing and can change the company's legal details.
Inviting someone
- Go to Team → Members and click Invite member. Enter their email and pick a role.
- They receive an email with a link to set up their own login. If the email does not arrive, copy the invite link from the member row and send it yourself.
- Change a role at any time. Suspend someone to block access without losing their history; Remove them when they leave.