Inviting your team
Invite other arborists to your account so you share trees, assessments and reports, and see what the owner and members can each do.
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On this page
On the Crew plan, your whole team works in one account: everyone sees the same trees, assessments, inventories and reports, and each report carries the name, credentials and signature of the person who did it.
Invite someone
- Open Settings and the Team tab.
- Under Invite someone, enter their First name, Last name and Email address.
- Click Send invitation.
They get an email with a link to join, which works for 7 days. Waiting invitations are listed under Invitations, where you can Resend or Cancel them.
Owner and members
Every account has one owner. The owner looks after the account’s Team, Billing, Business, AI and Report defaults settings. Members do everything an arborist does: trees, assessments, photos, reports, inventories, clients and AI analysis.
Each person sets up their own Profile and Credentials — see Set up your account.
To hand the account over, click Make owner beside a member; you become a member yourself.
When someone leaves
Click Deactivate beside their name. They’re signed out everywhere and can’t sign in again, but their assessments and reports stay. Anything on their phone that hadn’t synced is lost, so ask them to open field mode online first. You can Reactivate them later.