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Team Management
Add team members and set permissions
Invite your team to PestBooker with role-based permissions. Admins get full access to settings, billing, and team management; Members get view access to bookings and leads. Your organization has a seat limit that includes both active members and pending invitations.
Requirements
- Admin access to invite team members
- Team member email addresses
1
Invite Team Members
- Go to Dashboard → Team
- Click 'Invite Member'
- Enter their email address
- Choose their role: Admin or Member
- They'll receive an email invitation
- Your organization has a total seat cap (active members plus pending invites combined) - if you hit the limit, remove an unused invite or contact support to increase it
2
Understanding Roles
- Admin - Full access: settings, billing, team management, services, and all bookings/leads
- Member - View-only access to bookings and leads; cannot edit settings, services, or manage the team
- A permissions comparison is shown right on the invite form so you can double-check before sending
- You can change a member's role at any time from the Team page, or remove them entirely
- PestBooker always requires at least one Admin - the last remaining Admin can't be demoted or removed
3
Manage Pending Invitations
- Invitations that have not been accepted show as "Pending" on the Team page
- You can revoke a pending invite at any time to free up a seat or correct a typo'd email
- Resend an invite if the original email was missed
Pro Tips
- • Start with 1-2 admins for your organization
- • Add most of your team as Members - they can see bookings and leads without being able to change settings
- • Clean up unused pending invites if you are near your seat limit
Need help with setup?
Email us and we'll walk you through any integration or setup process.
Contact Sales