Invite your team and set their roles

Your plan covers your whole company, so add everyone who works with you — there's no charge per person. Each person's role decides what they can see and do.

Invite someone

1. Go to Team and click Invite someone.
2. Enter their Email address and choose a Role. A short description of the role appears underneath.
3. Click Send invitation. Recoatly emails them an invitation and copies the link to your clipboard, so you can also text it to them yourself.

They open the link, enter their name and choose a password, and they're in. Invitations work for 14 days. Unanswered ones are listed under Pending invitations, where you can Copy link again or cancel the invitation.

Roles

• Owner: full control, including billing and closing the account.
• Administrator: everything except the subscription and billing.
• Operations manager: runs day-to-day operations, scheduling and money.
• Dispatcher: schedules crews and keeps the board moving.
• Sales rep: owns leads and estimates through to acceptance.
• Field technician: sees only the jobs they're assigned to, completes them and captures the field record.
• Bookkeeper: invoices, payments and financial reporting.
• Read only: can look but not change anything.

The Roles & permissions tab on the Team page lists exactly what each role can do.

Change a role or remove someone

1. On the Team page, click the person, then click Edit.
2. Change their Role, Job title or Hourly rate, or whether they Can be scheduled on jobs, and click Save.
3. To take away their access, click Remove, then Remove access. Their work history stays.

Good to know

• You can't give someone a role above your own, and the company always needs at least one owner.
• Set an Hourly rate for each person so their time counts toward job costs. Pay rates are only visible to people allowed to see financial figures.
• Someone who already uses Recoatly with another company joins with their existing password, and switches between companies from the menu under their name.
• Help your crew get set up on their phones: Install Recoatly on your phone.
• Next, group people into crews and set their hours. See Set up crews, working hours and timesheets.