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.
Follow the full setup in TradeBooked
This is a Pro feature. Start a 10-day free trial to follow the step-by-step setup. No card needed.
Already with us? Log in
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.
Related guides
Related searches
- add staff to trade account
- team roles for tradespeople
- invite apprentice login
Run your jobs in one place
TradeBooked handles bookings, quotes, invoices and certificates for UK tradespeople. No commission. 10-day free trial, no card needed.
Still stuck? Email support@tradebooked.co.uk.