Add team members and choose what they see

To add someone to your team, tap More → Team & crews → Invite a team member, enter their name and email, pick a role and tap Send invite. They get an email with a link to join your team.

Before you start

• Team members aren't included on every plan. If yours doesn't include them, tapping Invite a team member shows Upgrade to Pro instead. See "Quoti plans and what's included".
• Only the owner and admins can change crews and team members. Others see "Admins only" on this screen.

Invite a team member

1. Tap More → Team & crews.
2. Tap Invite a team member.
3. Enter their Name and Email. Phone (optional) is their mobile number.
4. Pick a Role. The description under the roles says what that role can do.
5. Tap Send invite.

They get an email, "Join" followed by your business name, "on Quoti". The link opens a page where they enter their name, email and a password and tap Create Account. Then they download the Quoti app and sign in.

While they haven't joined, the invite shows under Invitations. Tap Resend to send the email again, or Cancel to stop the link from working.

Choose a role

These are the descriptions the app shows: - Admin: full access, including billing, reports and team permissions. - Manager: manages all areas except reports and payroll. - Dispatcher: edits jobs, team and client details. Good for team leads. - Worker: sees all clients, quotes and jobs, including prices. - Limited worker: sees their own schedule, marks work done and tracks their time.

On the Schedule tab, workers and limited workers see only the crews they're in, without revenue totals, and they don't see the Crews map. The owner always has full access and can't be removed.

Change a role or crews

1. Tap More → Team & crews, then tap the person under Team members.
2. Tap a role. It saves right away.
3. Under Crews, turn on each crew they work with. Changes save right away.
4. To change their name, phone or photo, edit it and tap Save changes.

They sign in with their email, so it can't be changed here. You can't change your own role: another admin can.

Remove someone

On their screen, tap Remove from team, then confirm. They lose access to Quoti right away and are taken off every crew. Past visits and jobs stay as they are.

Tips

• Put new workers in a crew right away. A worker with no crew sees "You're not in a crew yet. Ask your admin." on the Schedule tab.
• Invite each person with their own email, so everyone has their own login.

Related articles

• Set up your crews
• Quoti plans and what's included
• Use your schedule (map, day, week and crews)
• Let clients see when you're on the way