Learn how to quickly invite and add your team members to one shared workspace.
What it does: Allows you to add your team members to one shared workspace.
Purpose: Have all your information shared in one workspace.
Available On: Free, Pro, Premium & Elite Plans
Step 1: Invite Teammates to your Workspace
Once logged into Roofr, go to Settings in the bottom left.
Across the top, find and click on the Team tab. You’ll be taken to a screen that displays your current team members.
In the "Enter Teammate's Email" text field, enter the email of a team member you want to invite to join your workspace.
Note: If this team member already has a Roofr account, be sure to use that email when sending the invite. All of their previous information will be saved, and separated into another "workspace" they can access at anytime.
Once their email is entered, you can also assign their role as either “Member” or “Manager” in the dropdown to the right.
After entering the email and selecting their role, click "Send Invite".
Your team member should receive an email with a link to join, once they click on the link they will be taken to log into their Roofr account. They will now have access to your workspace.
Note: If your team member does not have a Roofr account, they will be taken to the "Register" page first. Here they will just need to add their name, number etc.
Repeat these steps, adding as many team members as you'd like to your account.*
*Our Free plan includes 3 seats (team members), our Pro plan includes 5 seats, and our Premium and Elite plans include unlimited seats.
Step 2: Team Ownership Role
The person who created the workspace first and begins adding teammates will be the Owner by default. This role cannot be reassigned.
Step One: Log into your Roofr account, then click "Company" and then click "Team".
Step Two: Find the team member you want to remove, click the "Remove" button next to their name.
Step Three: Click "Yes, remove" to confirm.
Step Four: Once removed, this team member will no longer have access to this workspace. If they already had a Roofr account before joining your team, they will still have access to that account (Roofr Reports, Proposals, etc).
Need more help?
Book a call with your Account Manager to get started.
Subscribed to a Roofr plan? Book a call here.
Not subscribed to a Roofr plan? Book a call here.
Add the Roofr Dashboard as an app to your smartphone's home screen. Our roofer app will make your life easier. Learn more today!
Learn how to create, edit, manage, reassign and delete your customers on Roofr!
Learn how to integrate Roofr with your CRM.