Adding Team Members

Team Members

Add team members to collaborate on estimates and invoices.

Team Member Limits

• Basic Plan: Single user only
• Pro Plan: Single user only
• Business Plan: Up to 3 team members

Inviting Team Members

1. Go to Settings → Team
2. Click "Invite Member"
3. Enter their email address
4. Select their role
5. Click "Send Invite"

They'll receive an email to set up their account.

User Roles

Admin:

• Full access to everything
• Can manage billing and settings
• Can add/remove team members

Standard:

• Create and send estimates/invoices
• Manage clients and pricebook
• Cannot access billing or team settings

Limited:

• Create estimates only
• Cannot send without approval
• Read-only access to clients

Managing Team Members

1. Go to Settings → Team
2. Click on a team member
3. Options:
   • Change role
   • Reset password
   • Disable account
   • Remove from team

Need More Users?

For teams larger than 3, contact sales@estimatebuilderpro.com for custom pricing.