Adding and Removing Team Members

Team Members Explained

Team Members are additional users who can access your account to create and manage Quotes.

If you’re currently on the Solo Plan, your account will automatically upgrade to the Team Plan when you add a second Team Member. There’s nothing extra to do — simply add your team and your monthly billing will update accordingly.

On the Team Plan, all Team Members can view and manage all Quotes within the account, making collaboration simple and transparent.

Why Add More Team Members?

Track & Manage Quotes by Team Member

See exactly who created, sent, updated, or followed up on a Quote. Activity is linked to each Team Member, making it easy to track accountability and workload.

Private Notes & Team Mentions

Keep internal conversations separate from your customer-facing content. Add private notes to Quotes so your team can collaborate behind the scenes without your client seeing the discussion.

You can also tag other Team Members in a note to notify them directly — ideal for requesting input, flagging an issue, or handing over responsibility.

Personalized Emails & Footers

Each Team Member can use their own name, email signature, and contact details, keeping communication personal and professional.

“We / Me” Dashboard Filtering

Switch between viewing all Quotes (“We”) or just your own (“Me”). Focus on your workload while maintaining visibility across the team.

Admin & Non-Admin Access

Control who can access sensitive areas like Settings and Templates & Items. Admins manage the account, while non-admin Team Members focus on creating and managing Quotes.

Individual Logins & Easy Access Removal

Each Team Member has their own secure login. If someone leaves your business, you can immediately remove their access without affecting the rest of your account.

Relevant Notifications

Notifications are sent to the appropriate Team Member, ensuring the person responsible for the Quote stays informed without unnecessary noise.

Add a Team Member

1. Go to Account Settings → Team Members.
2. Hit 'Invite Team Members'.
3. Enter the email address (or multiple email addresses separated by commas).
4. Check 'Admin Access' if required.
5. Hit 'Send'.

Each Team Member will receive an email invitation prompting them to accept and create their password.

Remove a Team Member

1. Go to Account Settings → Team Members.
2. Click on the Team Member who you wish to remove.
3. Click 'Actions' (top right) and select 'Remove This Person'.
4. Confirm 'Remove from account'.

If you change your mind, you can invite them back at any time.

What happens when a Team Member is removed?

• You will not lose any Quotes created by that Team Member. They will still appear when filtering by All Team Members.
• Unanswered questions will continue to display with a 'Question' bubble in the Quotes list.
• Email notifications will no longer be sent to the removed Team Member.