A staff account is for someone who works your requests, jobs and customers with you, like an office manager or a dispatcher.
What staff can do
Staff see and work requests, jobs and customers. That includes replying, sending estimates and invoices, and booking jobs.
What only the owner can do
- Invite or remove people
- Change the business email that gets new request alerts
- Connect or remove a domain
- Unpublish the website
- Choose the plan
- Export the customer list or delete a customer
- Close the account
Invite someone
- Go to Settings and scroll to Team.
- In Invite by email, enter their email and press Create invite.
- Send them the link with Copy link, or let Zome email it once email is connected.
The link works once, for that email address, for 7 days. They open it, then create their account or log in. See I was invited to a team. How do I join?.
Each person gets their own login
Don't share one login. Invite each person, so you can remove one person's access without changing anyone else's.
Remove access
Press Remove next to a teammate. Press Cancel next to an invite that hasn't been used.
Two people editing the website
If two people have the editor open, the editor asks one of them to settle it. See What if my site was changed in another tab?.
More: Invite your team.