Team Management

Invite your team members to Tallie and manage what they can access. Whether you have employees, subcontractors, or office staff, you can give them the right level of access to your projects.

What You’ll Learn

Inviting team members
Understanding roles and permissions
Managing existing team members
Handling pending invitations

Availability

Team management is available on Pro plans. If you’re on a Starter plan or free trial:

Go to Settings > Team
You’ll see a message about upgrading
Click Upgrade Plan to access team features

Team Roles

Tallie has three team roles:

Owner

Full access to everything
Can manage billing and subscription
Can delete the account
Only one owner per organization

Admin

Can manage projects, clients, and estimates
Can invite and remove team members
Can view all data
Cannot access billing

Member

Can view and edit assigned jobs
Can view project details
Cannot invite team members
Cannot access settings

Step-by-Step Guide

Inviting a Team Member

Go to Settings in the sidebar
Click the Team tab
Click Invite Member in the top right
Enter the team member’s email address
Select their role (Admin or Member)
Click Send Invitation

The person will receive an email with a link to join your team.

Choosing the Right Role

Use Admin for:

Office managers who handle scheduling
Partners or co-owners
Project managers who need full access

Use Member for:

Field workers who need to see job details
Subcontractors working on specific projects
Employees who don’t need admin access

Viewing Your Team

The Team Members section shows everyone on your team:

Name - Their full name
Email - Their email address
Role - Owner, Admin, or Member

You can search by name or email, and filter by role.

Removing a Team Member

If someone leaves your team:

Find them in the Team Members list
Click the three-dot menu on the right
Select Remove Member
Confirm the removal

Removed members immediately lose access to your Tallie data.

Managing Invitations

Pending Invitations

The Pending Invitations section shows invites that haven’t been accepted yet. For each invitation, you’ll see:

Email - Who was invited
Role - What role they’ll have
Expires - When the invitation expires

Revoking an Invitation

If you need to cancel an invitation:

Find it in the Pending Invitations section
Click Revoke
Confirm your choice

The invitation link will no longer work.

Resending an Invitation

If someone didn’t receive or lost their invite:

Revoke the old invitation
Send a new invitation to the same email

What Team Members See

When someone joins your team, they can:

All team members can:

View projects assigned to them
See client information
Access the schedule
Use the mobile app

Admins can also:

Create and manage estimates
Create and send invoices
Add and edit clients
Invite other team members

Only the Owner can:

Access billing and subscription
Delete the organization
Transfer ownership

Tips

Start with Member role - You can always upgrade someone to Admin later
Use real email addresses - Invitations can only be accepted by the person who owns that email
Check pending invites regularly - Remind people to accept, or revoke old invitations
Remove access promptly - When someone leaves, remove them right away to protect your data

Frequently Asked Questions

Can I change someone’s role?

Not directly in the current version. To change a role, remove the member and invite them again with the new role.

What happens to their work if I remove someone?

All projects and estimates they worked on remain in your account. Only their access is removed.

Can I have multiple owners?

No, each organization has exactly one owner. If you need to transfer ownership, contact support.

Is there a limit on team members?

Pro plans include a generous number of team seats. Check your plan details in Billing for specifics.

Member Dashboard - What team members see when they log in
Billing & Subscription - Upgrade to access team features
Company Information - Set up your business profile
Scheduling - Assign jobs to team members