Who this is for
You want other people — the office manager, your engineers — to see the calls and jobs. Your plan includes three user logins, and you (the owner) add and remove people.
Time: 5 minutes. You'll need: to be the owner, and each person's email.
Steps
1. Invite someone
On Settings → Team, enter their email, pick a role, and press Send invite. They get an email with a link to set a password — see Accept your invite.
2. Pick the right role
| Role | Can do |
|---|---|
| Owner | Everything — billing, the team, call forwarding, accounting, and sending quotes and invoices |
| Manager | The day-to-day, plus branding, the greeting, and drafting quotes and invoices (the owner sends them) |
| Engineer | The day-to-day — calls, jobs, customers and the diary |
The split, in short: the owner spends money and issues documents; a manager runs the business day to day and can draft a quote or invoice for the owner to send; an engineer works the jobs. Only the owner handles billing, the team, call forwarding and the accounting connection; quotes and invoices are hidden from engineers entirely.
3. Manage logins
The header shows logins used out of three. A pending invite counts against your three — withdraw an unaccepted invite to free the login, or remove a member you no longer need.
Verify it worked
The invited person shows as Invite sent, then Active once they've set a password, and the logins-used count reflects them.
Troubleshooting
"You've used all 3 logins on your plan."
Remove someone to free a login, or — if you genuinely need a fourth — email
hello@getscarlett.ai and we'll sort it. There's no self-serve fourth login.
"That email already has a Scarlett login." They're on another account. Ask them to sign in, or get in touch to link them.
What's next
- Forward calls to your team — let Scarlett put callers through.
- Turn on two-factor sign-in — protect every login.