Invite team member

Hope Built Advisory · Team plan · 2 of 5 seats used · 3 remaining

Who to invite

Email *

Name optional

Role

Determines what they can do across the workspace

AdminFull access to all projects, settings, billing, and team management

EditorCan create and edit warranties, claims, vendors. Cannot change billing or invite teammates.

ViewerRead-only — can view everything and pull reports, but cannot make changes

StakeholderReceives alerts and reports for specific projects only — typically a client-side facilities director or owner's rep on the other side. Free seat.

Project access

Which projects should they see?

All projects (current and future)Standard for internal team members

Specific projects onlyUseful for client stakeholders or contractors who only need access to one job

Westfield Charter Academy Riverside Learning Center Northside Elementary Lakeshore Prep Academy East Park ISD Athletic Complex

Personal note optional

Included in the invite email

Invite link expires in 7 days. They'll set their own password when they accept.

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