Invite your team
Add the people who work with you and choose exactly what each one can see — team members are included at no extra cost.
Workspace ownerUpdated 29 September 2026
Where to find it
- Settings → TeamSign in to open
- Open Settings and scroll to Team.
- Under Invite someone, type their email, and optionally a display name and title (like "Technician").
- Tick what they may access — for example Schedule, Quotes, Invoices, Leads, Customers, Files, Money matters and Reminders.
- Tap Send invite. They get an email with a link that works for 7 days, and join by signing in with that same email address.
- Once in, they pair their own Telegram from their Settings page.
- Change someone's access any time from their row under Team, and tap Save.
- Remove cuts their access straight away, including on Telegram.
- Revoke cancels an invite that hasn't been accepted yet.
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