Managing Team Members

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Plan Availability

Starter is for just you and does not include additional team members. Plus, Pro, and Scale include unlimited team members. To invite teammates, resend an invitation, or restore a removed member, your team must be on Plus or higher. Pending invitations can’t be accepted while the team is on Starter. Event staff are the people you schedule to work events and are separate from team members.

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Inviting New Team Members

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Step 1: Access the Members Page

1. Click your company name in the top-left, then choose Settings
2. Select Members from the settings menu

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Step 2: Send an Invitation

1. Click the Invite Member button in the top right corner
2. In the Invite Member dialog, enter the email address of the person you want to invite. Be sure the email is tied to a Google or Microsoft account, since they will need to sign in with that account to join your workspace.
3. Select a Role: Choose between:
   • Admin - Daily work, financial summaries, reports, company information, and team management
   • Member - Daily work with limits on financial summaries, reports, company information, and team management. Compare Member and Admin access before choosing.
4. Click Send Invitation

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Step 3: User Acceptance

When a user receives an invitation:

1. They click the invitation link in their email
2. They sign in with the Google or Microsoft account that matches the invited email address, creating a Flashquotes account if needed
3. They accept the invitation to join your company workspace with the role you specified

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Team Roles and Permissions

Flashquotes has three team roles. The hierarchy is: Owner > Admin > Member.

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Owner Role

Every company has exactly one Owner. The Owner has full Admin access, plus:

• Can transfer company ownership to another member
• Can permanently delete the company

The Owner can’t be removed from the team — they must transfer ownership first. You can’t assign the Owner role through the role dropdown; ownership only changes via a transfer.

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Admin Role

Full access to all features including:

• All booking management features
• All invoice and payment features
• All contact and quote management
• Company settings and configuration
• Aggregate financial data (revenue totals, payment statistics, etc.)
• Member management: invite, promote, demote, and remove Members and Admins
• Can view and restore removed members

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Member Role

Members can work with contacts, quotes, events, individual bookings, and invoices. They can’t:

• See financial summary cards on Bookings or Invoices. The lists, search, and filters remain available.
• See the Total price column in the Bookings list. Individual booking and invoice amounts remain visible when opened.
• Open Payments, including Payouts and Stripe activity.
• Open Reports or Sales tax reports.
• Invite new teammates, change roles, remove teammates, or restore removed members.
• Edit company information from Company settings or an invoice.
• View archived locations, archive a location, or restore one.
• Transfer ownership or delete the company.

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Changing Member Roles

Only Admins and Owners can change member roles. You can’t assign the Owner role through this dropdown — use Transfer Ownership instead.

1. Go to Settings → Members
2. Find the member you want to modify
3. Click the dropdown menu (⋮) next to their name
4. Select Promote to Admin or Demote to Member

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Transferring Ownership

Only the current Owner can transfer ownership to another member.

1. Go to Settings → Members
2. Find the member you want to make Owner
3. Click the dropdown menu (⋮) next to their name
4. Select Transfer Ownership
5. Type “transfer” to confirm

After the transfer, the selected member becomes Owner and you’re demoted to Admin. You can only regain ownership if the new Owner transfers it back to you.

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Removing Team Members

Admins and Owners can remove Members and Admins from the team. The Owner can’t be removed; they must transfer ownership first. You can’t remove yourself. Removed members lose access immediately.

1. Go to Settings → Members
2. Click the dropdown menu (⋮) next to the member’s name
3. Select Remove from team

Removed members appear in a Removed Members section at the bottom of the page. On Plus or higher, you can restore a removed member from that section at any time. If you re-invite a previously removed member, their membership is automatically restored.

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Managing Invitations

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Tracking Invitation Status

• View all pending invitations under the “Invited” section on the Members page
• For pending invitations, click the dropdown menu to resend the invitation

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Troubleshooting Invitations

If an invited user can’t find their invitation:

1. Ask them to check their spam folder
2. Use the “Resend Invitation” option
3. If issues persist, contact support

After adding team members:

• Help them get familiar with Flashquotes basics
• Set up their profile settings
• Review company settings together