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Chapter 9 · Guide 9.1

Manage office access, sign-in, and account security

Invite office teammates by email, manage secure sign-in methods, and remove access cleanly.

6 minute readVerified August 29, 2026
Owner

At a glance

Use this guide when

Inviting office staff by email, managing dashboard roles, and removing access safely.

Best practice

Invite office members using their own email addresses and remove departing users promptly.

Watch for

There are no individual capability checkboxes in the UI; access is managed by role and server gates.

01

Invite an office team member by email

  1. Go to Settings → Team and click "Invite Office User".
  2. Enter the person’s email address ({ email }). Note: There is no capability picker in the UI; office users receive standard office dashboard access.
  3. Send the invitation. The user receives an email link to set up their password and log in.
  4. Office users can access Leads, Schedule, Messages, and Jobs, while owner-only actions (payouts, billing, plan changes) remain restricted.
02

Remove access cleanly without deleting history

When a team member leaves, remove their membership from Settings → Team. Historical audit logs, messages, and quote entries created by that user remain intact.

Completion check

Confirm before moving on

Use these checks to make sure the dashboard and the real-world workflow agree.

  • Office teammates receive email invitations and set up unique passwords.
  • Office users can access operational workspaces while billing remains protected.
  • Departed users are removed from Settings → Team with historical logs preserved.

Troubleshooting

When the workflow doesn’t look right

Office invite fails to send.

Check your plan allowance to verify available office seats, and ensure the email is not already an active user.

Office user cannot open billing or payouts.

Billing and payout settings are strictly restricted to the workspace Owner.

Keep going

Related guides

Understand roles, permissions, plans, and prerequisitesUnderstand workspace roles, server-enforced access gates, plan allowances, and live feature readiness.Manage your plan, usage, credits, and capacityTrack credit allowances, understand immediate plan change billing, and manage overage authorization.Cancel your plan or delete your accountUnderstand the critical difference between cancelling your subscription and permanently deleting your account.
Manage office access, sign-in, and account security | Dashboard User Manual · Let's Get Quoted