Team Management

Method supports team accounts so multiple people can access the same customers, projects, estimates, and invoices.

Inviting a team member on the web app:

1. Click the settings gear icon in the top-right corner to go to your account

2. Click the Team tab

3. In the Invitations section, click Add to add a new invitation row

4. Enter the team member's email address

5. Select their roles — Admin or Member (defaults to Member)

6. Click Save on the account

The invitation email is sent automatically when you save. It includes a link for the person to create their account and join your team.

Inviting on the mobile app:

1. Tap the settings gear icon on the dashboard

2. Tap Team Members

3. Tap Invite Team Member

4. Enter their email and select a role

5. Tap Send Invite

Removing a team member:

On the web app, go to the Team tab on your Account. In the Manage Members section, click Remove next to the member you want to remove. On the mobile app, go to Settings > Team Members and tap the trash icon.

Only account owners can remove team members. When removed, the member loses access to your account data, but all data they created (customers, projects, etc.) stays with your account.

Roles:

• Owner — Full access to everything including billing, team management, and all settings. Automatically assigned to the person who created the account.

• Admin — Can invite and manage team members, and access all account settings

• Member — Can create and manage customers, projects, estimates, and invoices, but cannot change account settings or manage team members