User management is available under Administration → Users. Only Owner and Admin roles can manage users.
Click Invite User and enter:
The invited user receives an email with a setup link valid for 72 hours. If the link expires, resend it from Users → [User] → Resend Invite.
If SSO is configured, users sign in via SSO after accepting their invitation. The invitation still sets their role and project assignments.
Your plan controls how many active users you can have:
| Plan | Active User Seats |
|---|---|
| Professional | 5 |
| Business | 25 |
| Enterprise | Unlimited |
When you reach your seat limit, the Invite User button is disabled. Upgrade your plan or deactivate an existing user to free a seat.
From Users → [User] → Edit Role, select the new role from the dropdown. Role changes take effect immediately. All role changes are recorded in the audit log.
There can only be one Owner. To transfer ownership, the current Owner navigates to Administration → Users → Transfer Ownership and selects the new owner. The current owner becomes an Admin.
By default, Project Managers, Estimators, and Field Team members see only the projects they’re assigned to. Owners and Admins see all projects.
To assign a user to a project: Users → [User] → Projects → Add Project, or from the project’s Team tab.
When a user leaves your organization, deactivate them rather than deleting. Deactivated users:
To deactivate: Users → [User] → Deactivate. Deactivation is immediate.
Reactivate a former user from Users → Deactivated → [User] → Reactivate. This consumes one seat. If you’re at your seat limit, you’ll need to deactivate another user or upgrade your plan first.
From the Users list, select multiple users using the checkboxes to:
Bulk operations are recorded as individual entries in the audit log.