Team access is managed on My Team at /settings/team. Only an owner can send invitations. An Admin / Manager can see the team and change or remove access for anyone except the owner. Other roles see "Team access is limited".
Access levels
Pick the smallest access a person needs:
- Owner: everything, including ownership transfer and closing the company. Owner is not in the invite list; the owner hands it over at
/settings/team/ownership(Transfer Owner access). - Admin / Manager: all ordinary company work except ownership, company closure, and bulk deletion.
- Dispatcher: customers, booking, communications, scheduling, and routing. Dispatchers also create, edit, and send estimates and invoices, record and take payments, send payment links, void invoices, adjust amounts owed, and refund payments. They do not handle disputes, accounting and books, payment settings, or company billing.
- Technician: only their assigned field work and the details needed to do it.
- Bookkeeper: invoices, payments, ledger, reconciliation, financial reports, and exports.
- Staff: company-wide tasks plus records someone explicitly shares with them.
Money actions ask everyone, owners included, for the same two-step login check.
Invite one person
- On
/settings/team, find Invite a team member. - Enter Name and Email, and choose an Access level.
- Tick "I confirm this person should have ... access to this company."
- Click Send invitation.
You need two-step login on. Otherwise you will see "Set up an authenticator before inviting a team member"; click Continue to the security check. The person has no access until they accept the email and finish account setup.
Invite several people
Click Invite several people (/settings/team/invite-roster, titled Add several people). Paste name, email, and access level columns from a spreadsheet, up to 50 people. Click Review roster, tick the confirmation, then click the send button (for example Send 3 invitations). Keep the page open while it sends.
Change or remove access
Under Current access, click Manage, pick a new Access level, and click Change access level, or use Remove access. Pending invitations have Resend invitation and Cancel invitation.
People whose access was removed disappear from the default Current team list; choose Access removed under Access status to see them again. They are never deleted outright because their jobs, time, and history stay linked to them, but they can no longer sign in and do not count toward your team.
To put technicians on the schedule, use /settings/team/scheduling-team; that does not change their access.
If it is not working
- "Delivery unconfirmed": use Check delivery before resending.
- "Setup incomplete": click Restart setup, then Send new setup link.
- "An owner needs to send these invitations": ask the owner.
Last updated 2026-10-09. Questions? Email support@tradesoperator.com.