Getting started
Inviting your team
Add your engineers, technicians and any other practice staff to the workspace. Each person gets their own login, and you control what they can see and do.
Sending an invitation
- 1Go to Settings → Members.
- 2Click Invite member.
- 3Enter the person's email address and select their role: Member or Director.
- 4Click Send invitation. They'll receive an email with a link to set up their account.
Roles
- Member
- Can access any project they're assigned to. Can create and close tasks, upload files, log time and record meetings. Cannot see the practice dashboard or workspace-level settings.
- Director
- Full access to every project in the workspace, the practice dashboard, pipeline, capacity and all settings. Typically the principals of the practice.
Removing a member
Go to Settings → Members, find the person and click Remove. Their previous contributions (tasks, meeting notes, audit entries) are retained — only their login access is revoked.
WarningRemoving a member is immediate. Make sure to reassign any open tasks they own before removing them.
Last updated June 2026