Billing & Account

How to Invite Team Members to Your Account

Invite team members to Local Business Pro with appropriate roles. Add Admins, Editors, or Viewers to your account.

beginner 4 min read team invite add roles
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Quick Answer: Go to Account > Team, click Invite Team Member, enter their email and name, select their role (Admin, Editor, or Viewer), and send the invitation.

Inviting a Team Member

  1. Navigate to Account > Team
  2. Click the Invite Team Member button
  3. Enter their email address
  4. Enter their first and last name
  5. Select their role:
  6. - Admin - Full access, can manage team
  7. - Editor - Can create and modify content
  8. - Viewer - Read-only access
  9. Click Send Invite
  10. They receive an email with setup instructions

Choosing the Right Role

  • Admin - Office managers, partners, trusted employees
  • Editor - Technicians, salespeople, daily users
  • Viewer - Crew leads who just need to see schedules

Frequently Asked Questions

Q: How many team members can I add?
A: This depends on your plan. Check your subscription details for team member limits.

Q: Can I change someone's role later?
A: Yes, you can update roles anytime from the team member's detail page.