Inviting team members

Team features let you bring other people into BidCraft — estimators, office managers, salespeople — and control what they can do.

How to invite a team member

1. 1Go to Settings and click the "Team" tab.
2. 2Click "Invite Member".
3. 3Enter their email address and select their role.
4. 4Click "Send Invitation".
5. 5They'll receive an email invitation with instructions to join your account.

Roles explained

• Admin — full access to everything, including billing and team management
• Member — can create and edit proposals, view clients, but cannot manage billing or team

Pending invitations

Invited members appear as "Pending" until they accept the invitation. You can resend or cancel invitations from the Team page in Settings.