Invite your team and understand roles
Send invitations, see what the invited person experiences, remove a member, and learn exactly what an Owner can do that a Member cannot.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
4:10
Scenes
7
Lesson
1.6 · Getting started
File name
01-06 invite-your-team.mp4
Before you record
- A workspace on a plan with free seats.
- A second inbox you can open on screen to show the invitation (blur any personal data).
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: You are the workspace owner; A plan with more than one seat (Pro, Enterprise or the beta).
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Invite your team and understand roles | /settings/team | Title card, then the first screen of the lesson. | Time to bring in the team. In this video we invite a member, follow what they see, and talk about what an owner can do that a member cannot. |
| 1 | 0:2043s | Open Team | /settings/team | In the sidebar under Setup, click "Team". | Team is where you bring people in. Three cards: send an invite, your current members, and invites still waiting. |
| 2 | 1:0343s | Send an invite | /settings/team | In Invite Member, type the person's email address and click "Send Invite". | Type the email, Send Invite. It shows up under pending with a 48-hour expiry. |
| 3 | 1:4643s | What the invitee sees | /invite/accept | The invitee opens the link in their email. They see "You're invited!" and "Join <Company> as MEMBER", click "Accept Invitation", then create a password (or enter their existing one if they already have an account) and click "Create Account & Join" (or "Confirm & Join"). | On their side: accept, choose a password, join. Two seconds later they are on your board with full member access. |
| 4 | 2:2943s | Review members and roles | /settings/team | Back on Team, read the Members table: Member, Role, Joined, Last active. Your row says OWNER; everyone else says MEMBER. | Here is the team. You are the owner; everyone you invite is a member. Members can run jobs, build and send proposals, invoices and orders. Only the owner touches billing, the team, RoofScope and automations. |
| 5 | 3:1243s | Revoke or remove | /settings/team | To cancel a pending invite click "Revoke" on its row. To remove a member click "Remove" and confirm "Remove member". | Changed your mind? Revoke the invite. Someone leaves? Remove them; on their next page load they are told their access was removed, and nothing they created is lost. |
| 6 | 3:5515s | Recap & next lesson | /settings/team | Hold on the finished result, then the end card. | Your team is in. Next, a quick look at plans and billing, and then we build the first real job. |
Narration, in order
0. Intro: Invite your team and understand roles
0:00 · 20sTitle card, then the first screen of the lesson.
Time to bring in the team. In this video we invite a member, follow what they see, and talk about what an owner can do that a member cannot.
1. Open Team
0:20 · 43sIn the sidebar under Setup, click "Team".
Team is where you bring people in. Three cards: send an invite, your current members, and invites still waiting.
Show before cutting: Heading "Team" with the subtitle "Manage members and send invitations". Cards: "Invite Member", "Members" and "Pending Invites".
2. Send an invite
1:03 · 43sIn Invite Member, type the person's email address and click "Send Invite".
Type the email, Send Invite. It shows up under pending with a 48-hour expiry.
Show before cutting: The email appears under Pending Invites with Sent, Expires (48 hours) and Status "Pending". Inviting an existing member or the same email twice is refused with a clear message.
3. What the invitee sees
1:46 · 43sThe invitee opens the link in their email. They see "You're invited!" and "Join <Company> as MEMBER", click "Accept Invitation", then create a password (or enter their existing one if they already have an account) and click "Create Account & Join" (or "Confirm & Join").
On their side: accept, choose a password, join. Two seconds later they are on your board with full member access.
Show before cutting: "Welcome aboard!" appears and they are taken to the board two seconds later. An expired or used link shows "Invalid Invitation".
4. Review members and roles
2:29 · 43sBack on Team, read the Members table: Member, Role, Joined, Last active. Your row says OWNER; everyone else says MEMBER.
Here is the team. You are the owner; everyone you invite is a member. Members can run jobs, build and send proposals, invoices and orders. Only the owner touches billing, the team, RoofScope and automations.
Show before cutting: Each member row has a "Remove" button, except the owner.
5. Revoke or remove
3:12 · 43sTo cancel a pending invite click "Revoke" on its row. To remove a member click "Remove" and confirm "Remove member".
Changed your mind? Revoke the invite. Someone leaves? Remove them; on their next page load they are told their access was removed, and nothing they created is lost.
Show before cutting: The invite disappears; a removed member is sent to the login page with "Your workspace access has been removed" on their next page load.
6. Recap & next lesson
3:55 · 15sHold on the finished result, then the end card.
Your team is in. Next, a quick look at plans and billing, and then we build the first real job.
Finished this lesson?