Invite the person
Send the invitation to the email the team member will use to sign in. Do not share owner credentials.
PUSH STARTHomeTutorial · Security
Assign staff roles
Give each person the access needed for the job and nothing extra.
Choose the shop role
Assign Owner, Manager, Sales, Staff, or Installer based on the person's actual responsibilities.
Review access
Confirm what the role can view and change before the invitation is accepted.
Adjust when work changes
Owners can update or remove shop access at any time. Role changes apply to the same user account.