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Guide 11 of 15 · Team and connections

Your profile and your team

  • Read time: 2 minutes
  • 3 steps

Your profile is how customers see you on quotes and emails. Your team is everyone who can use your account, and what each person can do.

Your profile

  1. Add a photo

    In Settings > My profile, press Choose a photo. It is cropped to a circle.

  2. Your name and job title

    Your name shows as “Prepared by” on quotes and signs your emails. It is the same name as in Business details, so changing one changes both.

  3. Your contact details

    Your mobile and email. Alerts and replies come to that email.

The Name and photo and Contact details cards of a made-up owner, numbered: the Choose a photo button, the name box, the job title box and the mobile box.
Demo data Name, photo and contact details. A made-up business and customers, not a real one.
  1. Choose a photo
  2. Your name
  3. Job title
  4. Your mobile
Open the picture full size

Show my photo and direct contact on PDF quotes is off to start with. Under Notifications, each person chooses what they hear about, by email, text or push.

Your team

In Settings > Team users, fill in Invite someone: their email, their name and a role.

  • Owner: everything, including billing and the team.
  • Admin (Manager): quotes, prices, settings and the team. No billing.
  • Estimator: creates and sends quotes. Can’t see costs or change prices.
  • Office (Viewer): sees every quote and keeps customer details up to date.
The Team users list of a made-up business with three people, and the Invite someone form, numbered: the owner, an invite pending, the email box and the four roles.
Demo data Team users. A made-up business and customers, not a real one.
  1. You, the owner
  2. An invite waiting to be accepted
  3. Their email
  4. Their role
Open the picture full size

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