Inviting your team
Bring your estimators in and choose who can change settings, keys and billing.
Everyone who works on quotes should have their own login. That way you can see who reviewed each job, and nobody has to share a password.
Roles
| Role | What they can do |
|---|---|
| Estimator | Work on jobs: read requests, review doors, correct sizes, mark jobs as reviewed, price and export quotes. |
| Admin | Everything an estimator can do, plus manage workspace settings, API keys and billing. |
Admins also set the AI spending limit, manage the price list, and connect or disconnect mailboxes and business systems.
Sending an invitation
- As an admin, open Settings and go to your team.
- Enter the person’s work email and choose a role.
- Send the invitation. They’ll get an email with a link to set their password.
Invitations are sent by email from Quoflow. If someone can’t find theirs, ask them to check their junk folder, then send it again.
Changing roles and removing people
Admins can change a person’s role or remove them at any time. When someone leaves, remove them straight away. The jobs they worked on stay in the workspace.
Keep two admins
Give at least two people the admin role, so you’re never locked out of settings or billing when someone is away.
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Last updated 12 October 2026