Team access

Invite, replace, or remove a worker

Every worker should use their own account. Owners can add members, promote supervisors, replace departing workers, and retain the company document history.

1. Open My Crew

   Only the business owner can add, replace, or remove team members.

2. Invite a new worker

   Enter the worker name and email, then choose Member or Supervisor. They should use the newest invitation sent to that exact address.

3. Choose the correct role

   Members see work approvals they create or are assigned. Supervisors can be given company-wide operational visibility.

4. Replace a departing worker

   Use Replace when another person is taking the seat. The former worker loses access and the new person receives a separate invitation.

5. Remove access promptly

   Use Remove when the seat should stay empty. Company records remain with the owner account.