Who it’s for:Admin
Available on:Web
- Go to Users in the web sidebar and select Create New User.
- Enter their name, email, phone, and role.
- They receive an email with a temporary password, shown as Pending Invite until they sign in and set their own.
Editing a team member
Open the person under Users and select Edit User to change their first name, last name, phone number, or role, then select Save Changes. A user’s email address can’t be changed, because it’s also their sign-in.The invite didn’t arrive
If the person shows as Pending Invite, open them under Users and select Reset Password. For someone who hasn’t signed in yet, this sends the invite email again, and the page confirms it. Ask them to check their spam and junk folders too.The invite went to the wrong email
Invite the person again with Create New User and the correct email. The account with the wrong email stays as Pending Invite, and a pending account can’t be deactivated. If you need it removed, contact Support. If the correct email already belongs to someone at another company, see It says my email is already registered.Deactivating a team member
Select Deactivate User on the person’s edit page to remove their access while keeping their history on jobs. Deactivating a team member also takes their name out of the crew name dropdowns on labor fields in forms, so they can’t be picked on new T&M or labor entries. Forms that were already submitted keep the names they were filled out with.The Groups tab is for organizing your team into named groups — by crew, region, or however makes sense to you — for easier filtering and for @mentioning a whole group at once in a note. It doesn’t carry its own custom permission set; every user still has exactly one of the four roles above regardless of which groups they belong to.