Reset a password, change access, or turn someone off
Quick answerDashboard → Your team → Manage beside their name. From there: see their sign-in link and username, Send them a new password, change what they can do, or Turn off access. Their jobs stay put.
- Open your dashboard and tap Your team.
- Tap Manage beside their name.
Their sign-in details: the link and username are always shown, with a Copy link & username button.
Send them a new password: we make a temporary one and show all three things (link, username, password). Tap Copy all three and paste it into a text, or Email them to me. Their old password stops working straight away. You can't see the new one again once you leave that screen.
Change what they can do: switch between Invoices only and Proposals & invoices. It applies the next time they open a screen.
Turn off access: their login stops working straight away and frees up for someone else. Their jobs stay where they are. You choose who takes them over. Turning them back on later restores the login, but not work you've handed to someone else.
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