Inviting Your Team

Quoteworks is built for team collaboration. You can invite teammates to your workspace so they can create and manage quotes alongside you.

Sending an invitation

1. Go to Team in the sidebar.
2. Click Invite.
3. Enter your teammate's email address.
4. Click Send Invitation.

Your teammate will receive an email with a link to join your workspace. Once they accept, they'll have access to all the quotes, solutions, items, and maps in the workspace.

Team roles

Each team member has a role that determines what they can do:

Role	What they can do
Owner	Full access to everything, including workspace settings, billing, and team management.
Member	Can create and manage quotes, solutions, items, and maps. Cannot change workspace settings or manage billing.

Changing a member's role

1. Go to Team in the sidebar.
2. Find the team member whose role you want to change.
3. Click their current role and select the new one.

Only Owners can change roles.

Viewing your team

The Team page shows everyone in your workspace:

• Name and email for each member.
• Role (Owner or Member).
• Status — whether they've accepted the invitation or it's still pending.
• Join date — when they joined the workspace.

Managing invitations

If someone hasn't accepted their invitation yet, you'll see it listed as Pending. You can:

• View pending invitations to see who hasn't joined yet.
• Revoke an invitation if you sent it to the wrong person or no longer want them to join.

Removing a team member

If someone leaves your team or no longer needs access:

1. Go to Team in the sidebar.
2. Find the person you want to remove.
3. Click Remove and confirm.

Removing a team member revokes their access immediately. Their past contributions (quotes they created, etc.) remain in the workspace.

Tips

• Invite your team early. Collaboration is one of Quoteworks' strengths — the more people using it, the more efficient your team becomes.
• Use the Owner role sparingly. Most team members only need Member access. Reserve Owner for people who need to manage settings and billing.