How to add someone to your team

Add anyone who needs access to your jobs, quotes, invoices and clients from Settings > Team. There are no per-user fees, adding people to your team doesn't change what you're billed.

Invite someone

1. Go to Settings > Team.
2. Select Invite.
3. Enter their email address.
4. Choose a role, Member or Owner.
5. Select Send invite.

They get an email with a link. If they don't already have a Trame account, the link takes them to create one first, then straight into accepting the invite. The invite link expires after 48 hours.

Manage a pending invite

While an invite is still pending, open its menu on the Team page to Resend email or Cancel invite. Cancelling makes the link in their email stop working.

Change someone's role or remove them

Open the menu next to a team member to Change to owner / Change to member, or Remove from team. Removing someone takes their access away immediately.

Frequently asked

What's the difference between a Member and an Owner?

Owners can manage the team, billing and company settings as well as the day-to-day work. Members can use the rest of Trame, jobs, quotes, invoices, clients and expenses, but don't see Team or Billing in Settings.

Does adding someone cost extra?

No. Every plan includes the full team, there's no per-seat charge.

What if the person I'm inviting already has a Trame account?

They can accept the invite while signed in, no need to create a second account.