Invite your team
Your SmartM8 workspace is an organisation. Teammates you invite become members and get the full builder app — the same screens you see. Invites happen through the organisation menu in the top bar, not a settings page.
- Open the organisation switcher in the top bar — it shows your business name.
- Open your organisation's management screen and invite teammates by email.
- When a teammate signs in, they land on Welcome to SmartM8 — they select your workspace there instead of creating a new one.
- They go straight to the Today dashboard. The setup wizard only runs once per workspace, so they skip it.
Teammates vs contractors
Contractors are a separate flow. Invite them from Contractors in the sidebar — they get the contractor portal, never the builder app — invite as many as you need. Don't invite a contractor as a team member unless you want them seeing your whole business.
Plans are sized as up to 2, 5, or 15 users (Starter, Pro, Team). You can change plan any time from Plan & billing in Settings.
Related articles
Invite contractors to the portal
Send a portal invite from your contractor directory, and what your contractor sees once they're in.
Read guideChoose a plan and how the free trial works
Three plans, a 14-day free trial with no credit card, and what happens when the trial ends.
Read guideCreate your account and set up your business
Sign up, create your workspace, and run the three-step setup wizard so you're ready to quote and invoice.
Read guide
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