Team Guides

Build your crew roster, invite collaborators, manage roles and positions, and keep your team organized.

Adding Your Crew

Quick-Add builds your roster for budgeting and deals. Invite gives someone actual app access. Learn the difference and add your first crew member.

Browse 50+ built-in crew positions, set per-project day rates, and understand how departments and roles feed into budgeting.

Send email invitations with 7-day expiry, track pending/accepted/revoked statuses, and manage who has project access.

View your member list, remove crew, monitor pending invitations, and see how members connect to budgets and deal memos.