Invite your team
How to add office, sales and production staff with a join link, and exactly what a Member can and cannot see compared with an Admin — no per-seat fees.
- 1
Open your team
Go to Settings → the “Your team” section: “Add your crew so everyone works the same pipeline, jobs and quotes.”
- 2
Create an invite link
Set a role (Member or Admin) — the “Invite (email optional — for your reference)” field is optional — and click “Create link.”
- 3
Send the link
Under “Pending invites — send the link to your crew,” copy the join link and send it. An invite with no email shows as “Anyone with the link”; one with an email can only be accepted by that address.
- 4
What a Member can and cannot see
Members get the pipeline, jobs, measurements, quotes, invoices, calendar, files and contacts. Financials, Expenses, Crews, Performance, Billing, the “Job costs & profit” card and “Ask your books” are ADMIN ONLY — so your crew can work jobs without seeing your numbers. It is two roles, not a per-screen permission builder.
- Only a company admin can add or remove team members — a member sees “Only a company admin can add or remove team members.”
- The blocked screens are enforced on the server, not just hidden. Opening one directly shows “<name> is for admins” and a “Back to the pipeline” button.
Still stuck? Ask the Ask RidgeSync assistant in the bottom-right, or email our support team.