Your business

Add someone to your team

Invite a helper or crew member so they can pitch in on quotes and jobs — with the access you choose.

About 3 minUpdated Jul 2026

As you grow, you don’t have to be the only one in Lever. Invite a crew member or office helper, decide what they can do, and let them share the load — while you stay in control.

Invite someone

  1. Open your team settings

    Go to Settings → Team and send an invite to their email. They get a link to join and set up their own sign-in.

    app.getlever.ai
    Team Invite
    MTMike TurnerOwnerYou
    CLChris LaneCan create & edit quotes
  2. Choose what they can do

    Set their access — for example, whether they can create or edit quotes. Give people just what they need to do their part.

How it works

Your team works inside your business, on your customers and quotes — everything stays in one place. You’re always the owner, so billing and the big controls stay with you.

Your subscription covers your business. If adding seats affects your plan, you’ll see it in your subscription settings before anything changes.

Common snags

Was this helpful?

Didn't solve it?

Send us a note — most replies land the same day.

Email support@getlever.ai