👀 Does your Team page look different? You’re on our legacy team feature.
New roles are coming to all Roofr users soon! Click HERE to learn how to manage your team.
How to invite team members
Invite Team Members
💡 By default, only Company Admin can Invite, remove, or manage roles. The email address used for the invite will be the one associated with the invitee’s account.
Navigate to Settings → Team
Click Invite team members
Enter the email of the person you wish to invite
Select a role
Click Send invite
💡 If the invitee already has a Roofr account, their existing workspace remains accessible. New users will be prompted to create an account before joining
💡 To switch between team dashboards, use the dropdown in the top left corner of your dashboard
Manage Permissions
In the Manage Roles tab:
Click the …Options Menu on the card of the role you would like to adjust, then - Edit permissions
💡 Roles come with default granular permissions. Some features are locked and cannot be turned off
Toggle on or off permissions for the role
Changes will apply to all users associated with that role
Click Save changes
💡 Click Reset all to Defaults to undo all changes
💡 In the User Profiles tab: click the … Action Menu on the team member listing to update role, cancel invite or remove the member
📧 A confirmation email will be sent to both the owner and applicable member for:
sent invitation
permission change
role change
canceled invite
removal of team member
Roofr Plan | Available Roles |
Starter | General Staff, Company Admin
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Essentials | General Staff, Company Admin, Sales Rep
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Scale | General Staff, Company Admin, Sales Rep, Production Manager, Office Admin, Field Technician
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