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How-to

How to Manage Team Members

Change access, resend invites and remove people

From the Team page you can see everyone on your company account, change what they can do, and remove people who no longer need access.

Open the Team page

Step 1
See your team
  1. Sign in at form.quoteinvoiceservices.com.
  2. Open the Team tab. You'll see each team member's name, email, role and status.
Status: Active means they've joined. Pending means they haven't accepted their invite yet.

Change a role

Step 2
Update what someone can do
  1. Find the team member in the list.
  2. Select Edit beside their name.
  3. Choose a new role, then select Save. The change applies the next time they sign in or refresh the page.

Handle pending invites

Step 3
Resend or cancel
  1. Find the invite marked Pending.
  2. Select Resend to send the invite email again.
  3. Or select Cancel if you invited the wrong person or address.

Remove a team member

Step 4
Take away access
  1. Find the team member in the list.
  2. Select Remove beside their name.
  3. Confirm when asked. They can no longer sign in to your company account. Quotes and invoices they created stay with your company.
Before you remove someone: Make sure at least one other person can manage the team. You can't remove yourself if you're the only owner.

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