Team and user management

Overview
Add your team to your Bolster account by inviting them as users. When you invite someone, you give them a role that sets their permissions, and they get an email invitation to set up their account and password.

Open Your Users

1. In the left-hand menu, click Settings.

2. Scroll down to the Team section and click Users. A list of the users on your account opens, showing each user's Status, Phone and Email.

Invite a Team Member

1. In the top right corner, click the + button. The Invite your team window opens.

2. In Full name, enter the person's name.

3. In Email, enter their email address.

4. Optionally, in Phone (optional), enter their phone number.

5. Click Choose permissions and select the role that fits this person (for example, Salesperson). The list includes roles such as Administrator (full permissions), Field Supervisor, Office Administrator, Manager, Estimator, Project Manager, Sales Team Manager and Salesperson.

6. To invite more than one person at once, click Add another person and repeat steps 2 to 5.

7. Click Send invitation.

Each person you invite gets an email invitation. From there, they set up their account and password.

Tips & Best Practices

• Check the Role Before You Invite: Each role comes with its own permissions. To see or change what a role can do, go to Settings > Roles and open the role. See the User roles and permissions article for details.

Why This Matters

• Your whole team can work in the same Bolster account.
• Giving each person a role when you invite them controls what they can see and do from their first login.

Summary

To add a team member, go to Settings > Users and click +. In Invite your team, enter their full name, email and optional phone number, choose their permissions role, then click Send invitation. They get an email to set up their account and password.