Roles Overview

Before inviting someone, choose the right role:

Role	What they can do
Owner	Full access — billing, settings, all data
Manager	Create/edit jobs, view all technicians, create invoices; cannot change billing
Technician	View and update their own assigned jobs; cannot see other technicians' jobs or billing
Office Staff	Create jobs, send estimates and invoices; no technician scheduling

Sending an Invitation

Go to Settings → Team.
Tap Invite Member.
Enter the person's email address.
Select their role.
Tap Send Invite.

They receive an email with a link to download the CrewBrix app (if not already installed) and set up their account. The invitation expires after 7 days.

Accepting the Invitation

When the invitee opens the link:

They're prompted to download the CrewBrix app if needed.
They create a password and complete their profile (name, phone number, profile photo).
They're added to your team immediately — no further action needed on your end.

Managing Pending Invitations

In Settings → Team, pending invitations appear with a Pending badge. You can:

Resend — send the invitation email again if it wasn't received.
Revoke — cancel the invitation before it's accepted.

Changing a Team Member's Role

Go to Settings → Team and tap the team member's name.
Tap Edit Role.
Select the new role and tap Save.

The change takes effect immediately — the team member sees updated permissions on their next app action without needing to log out.

Removing a Team Member

Go to Settings → Team and tap the team member's name.
Tap Remove from Team.
Confirm the removal.

Their account is deactivated; any jobs previously assigned to them remain in the system for your records. They can no longer log in.

Inviting Team Members