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, under Invite a teammate, enter their full name and email (their own login), choose What they do (a job title from the list, or Other to type one in), pick an access level, and press Send invite. They get an email with a link to set a password — see Accept your invite.
2. Pick the right access level
You can invite a Manager or a Team member; there's one owner — you.
| Access level | 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) |
| Team member | 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; a team member works the jobs. Only the owner handles billing, the team, call forwarding and the accounting connection; quotes and invoices are hidden from team members entirely.
3. Choose what they can open
Under What they can open, every area is ticked to begin with. Tap one to close it for that person — for example Quotes & invoices or Train Scarlett. Their dashboard, their own settings and Scarlett stay open, and Scarlett won't open a closed area for them either. To change it later, press Access beside their name.
4. 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.