Invite a team member

Give an employee or a client their own sign-in, and delegate exactly the parts of the business you want them running:

1. Open Team and enter their email.
2. Check the areas they should have: Dashboard, Daily Brief, Leads, Calendar, Quotes & Invoices, Pipelines, Forms, Sites. Every checked area gives them full working rights there. They can add and edit leads, confirm bookings, send quotes and invoices, and more, depending on what you check. Unchecked areas don’t appear for them at all. The access table beside the form spells out exactly what each checkbox grants.
3. Leave Email them an invitation with their sign-in details checked and click Add member. They receive an email with their username and a strong temporary password (shown to you as well, in case you would rather deliver it personally). They should change it on the Account page after first sign-in.

Two things always stay with you, the account owner:

• Deleting needs your approval. When a team member deletes a lead, quote, invoice, agreement, pipeline, stage, or form, or cancels a confirmed booking, it becomes a request. You get an email and a push alert, and the request waits in your Daily Brief where you approve or deny it. Nothing happens until you approve. Every cancellation requires a typed reason, which you see with the request and which lands in the client’s notes.
• The business itself is not delegatable. Your HoundBell subscription (the Billing page), Users, Branding (including your Stripe, Zoom, webhook, and API connections), and the multi-business Overview are yours alone, always. Invoicing your clients is different: that lives under Quotes & Invoices and delegates like any other area.

You can adjust a member’s areas or remove them anytime from the Team page; changes take effect immediately.