Team Management
Invite team members, assign roles, and manage access to your Smartify Pro organization.
Invite your colleagues to your Smartify Pro organization so they can create estimates, manage contacts, and access leads.
Inviting a team member
Open Team Management
Click Manage Team from the dashboard header or navigate to the Team page.
Enter their email
Type the email address of the person you want to invite.
Select a role
Choose the appropriate role:
| Role | Permissions |
|---|---|
| Member | Create and manage own estimates, view contacts and leads |
| Admin | Everything Members can do, plus manage team members and organization settings |
| Owner | Full control including billing, plan management, and transferring ownership |
Send invitation
Click Invite. The person receives an email invitation to join your organization.
Managing team members
The People with access list shows all current team members with their name, email, and role.
Changing roles
Use the role dropdown next to any team member to change their role. Admins can promote Members to Admin, but cannot change the Owner's role.
Removing members
Click the remove icon next to a team member to revoke their access. They will no longer be able to access the organization's data.
Only Owners and Admins can invite or remove team members. Members can view the team list but cannot make changes.