In this article:
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
How to Manage Team Permissions
In the Manage Roles tab:
Click the …Options Menu on the card of the role you would like to adjust
select 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
How to manage Custom Roles
Custom Roles are available on the Scale plan and let you build roles for unique team structures or seasonal staff.
In the Manage Roles tab:
Click Create new role
Name the role
Provide a role description (optional)
Select an icon colour
Configure permissions
Custom roles start as a blank slate, toggle on only the permissions you want to include in this role
Click Save role
How to Off Board Team Members
To remove a team member:
Click the Action Menu on their listing in the User Profiles tab
Select Remove member
Review the details and click Next
Select the team member to transfer their work to
💡 Events, Instant Estimators, jobs, reports and notifications will all be reassigned to the member selected. Only teammates with the same permissions will be visible to transfer to.
📧 A confirmation email will be sent to both the owner and applicable member when:
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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