Team and logins – Work InProgress

Team & logins → Invite someone: name, email and level (Admin / Manager, Other staff, Crew member, Subcontractor or Customer). Tick Sales rep if they sell.

They get an email to choose a password. Send again or Cancel an invitation from the list.

Click Change on a person for their job title, level, Sales rep and Sales manager ticks, yearly sales goal and cost per hour.

Stop access signs them out everywhere; their name stays on past work and you stop paying for them.