Learn how to invite and manage your team and permissions and take full control over who is on your team, their role, and what changes they can make in your Roofr account.
👀 Does your Team page look different? You’re on our legacy team feature.
New roles are coming to all Roofr users soon! Click HERE to learn how to manage your team.
How to invite team members
Invite Team Members
💡 By default, only Company Admin can Invite, remove, or manage roles. The email address used for the invite will be the one associated with the invitee’s account.
- Navigate to Settings → Team
- Click Invite team members
- Enter the email of the person you wish to invite
- Select a role
- Click Send invite
💡 If the invitee already has a Roofr account, their existing workspace remains accessible. New users will be prompted to create an account before joining
💡 To switch between team dashboards, use the dropdown in the top left corner of your dashboard
Manage Permissions
In the Manage Roles tab:
- Click the …Options Menu on the card of the role you would like to adjust, then - Edit permissions
💡 Roles come with default granular permissions. Some features are locked and cannot be turned off
-
Toggle on or off permissions for the role
- Changes will apply to all users associated with that role
- Click Save changes
💡 Click Reset all to Defaults to undo all changes
💡 In the User Profiles tab: click the … Action Menu on the team member listing to update role, cancel invite or remove the member
📧 A confirmation email will be sent to both the owner and applicable member for:
- sent invitation
- permission change
- role change
- canceled invite
- removal of team member
| Roofr Plan | Available Roles |
| Starter |
General Staff, Company Admin
|
| Essentials |
General Staff, Company Admin, Sales Rep
|
| Scale |
General Staff, Company Admin, Sales Rep, Production Manager, Office Admin, Field Technician
|