Your team and roles

1. Click the cog at the top right, then Companies.
2. Click your business, then Edit company.
3. Under Company members, click Invite member.
4. Type their Email address.
5. Pick their Role. See Roles below.
6. Click Send invitation.

They get an email with an Accept invitation button. Until they accept, they show under Pending invitations. To take an invitation back, click Cancel invitation.

If someone invited you:

1. Open the invitation email and click Accept invitation.
2. If you don't have an account yet, click Sign up, pick I'm a worker, and use the same email address the invitation went to.
3. Sign in. You're now part of the business.

You can belong to more than one business. Switch between them with the business name at the top of the screen. See Your account.

There are four roles. Each one can do everything the role below it can, and more.

Owner #

The person who set up the business. There is only one owner. The owner can do everything, including paying for TradieFiles, handing the business to someone else and deleting it.

Admin #

Admins run the business with the owner. They can change business details, card payments, the plan, the trade pack and website enquiries. They can invite and remove people and change their roles. They see every job.

Office #

Office staff look after the paperwork. They see every job, and they manage customers, quotes, invoices, reports, the price list and checklist templates. They can invite people and cancel invitations. They can't change business settings.

Worker #

Workers do the jobs. They only see the jobs they've been given access to. On those jobs they can add notes, photos, files, checklists, materials, tasks and time. They can start a job, finish it, and reopen it if they finished it by mistake. They don't see customers, quotes, invoices or money.

To give a worker a job, see Who can see a job.

You need to be the owner or an admin.

1. Open the cog, then Companies, then Edit company on your business.
2. Under Company members, find the person.
3. Click the role button next to their name, for example Worker.
4. Pick their new role.

The change works straight away.

Only the owner can do this.

1. Open your business's settings, as above.
2. Find the person under Company members.
3. Click the role button next to their name.
4. Click Make owner.

You become an admin. They become the owner.

1. Open your business's settings, as above.
2. Find the person under Company members.
3. Click the X next to their name.
4. Click Remove member to confirm.

They lose access straight away. The jobs, notes, photos and time they added stay with your business.