ProLast reviewed 21 June 2026 · 3 min read

Add your team and set roles

Add staff and apprentices to your account so they can work jobs without your login. You choose a role for each member, which sets what they can see and change.

Why add your team

Adding your team means you stop sharing one login. Each person signs in as themselves, so the right name is on each action and you can see who did what.

Roles at a glance

Owner is you, with full control of the account, billing and team. Staff handle day to day jobs. Apprentice is a more limited role for someone still learning the ropes.

You can change a role at any time, so it is fine to start someone on a tighter role and open it up later.

Before you start

You will need a TradeBooked account on the Pro or Autopilot plan.

Setup steps are in your dashboard

This is a Pro feature. Sign in on a Pro plan to see the step-by-step setup for your number.

Common questions

What is the difference between Staff and Apprentice?

Staff is the day to day role for someone running jobs. Apprentice is more limited, for someone still learning. Owner, which is you, has full control.

Does each member need their own login?

Yes. Each person accepts an invite and sets their own password, so they sign in as themselves rather than sharing yours.

Can I see what my team changed?

Yes. Actions are attributed to the member who made them, so you can see who did what.

What plan do I need?

Adding team members is on the Pro and Autopilot plans.