Inviting Team Members

Invite people to your business from Settings → Users, choose a role, and manage pending invites or active members.

Invite a teammate

1. Go to Settings → Users (page title Team).
2. Click Invite Teammate (Admins and Managers see this; Users do not).
3. In Invite a teammate, enter Email (required).
4. Choose a Role — Admins can invite Admin, Manager, or User; Managers can invite User only.
5. Optionally add a Personal note (optional).
6. Click Send Invite. They get an email with a link to join your business.

Manage members and pending invites

1. On the Team members table, active members show Active; open invites show Pending.
2. For a pending invite, open the row menu to Resend email or Revoke invite (Admins can revoke any invite; Managers can revoke User invites).
3. For another member, click the row or Edit to change role when allowed, or remove them (Admins only for non-Admin members). Confirm with Remove if prompted.
4. Admins also see a Billing section to manage the billing contact among Admins.

For a full permission matrix, see Team roles and permissions.

What happens next

1. Team roles and permissions
2. Get around QuoteBolt
3. Send your first quote

Good to know

• You cannot invite, edit, or remove as a User — ask an Admin or Manager.
• Pending invites stay on the same table until accepted, resent, or revoked.
• Role details and billing-contact rules live on the roles article — keep this page to inviting and managing people.