Invite your team and understand roles

The three roles

• Owner: the person who created the workspace. Has the same access as an admin, including billing and plan changes. There's always exactly one owner, the original account holder.
• Admin: the office. Full desktop view: calendar, all jobs, customers, quotes, invoices, form templates, settings, billing and reports. (When you invite someone, the choices are admin or engineer.)
• Engineer: the field. Mobile view of their own assigned jobs, job chat, photos, forms, and their certificates. Engineers don't see pricing, other engineers' jobs, or settings.

Pricing counts engineers only; owners and admins are free on every plan.

Inviting someone

1. Open Engineers in the sidebar, then Invite.
2. Enter their name, email, and role (admin or engineer).
3. They receive a branded invite email. Tapping the button takes them to your workspace to set a password, then they're in.

Invite links are single-use and valid for one hour. If one has expired, send a fresh invite from the same screen, there's no harm in re-sending.

Tips

• Add engineers from a spreadsheet: if you're moving from another system, use Engineers → Import Staff to create your whole team from a CSV or Excel file in one go.
• Engineers should install the app: after their first sign-in on a phone, point them at Install Engineer OS on your phone. On iPhone, job push notifications only work once the app is installed to the home screen.
• Deactivating someone: set them inactive rather than deleting, their job history, photos and signatures stay attributed correctly.

Still stuck? Email support@engineeros.uk