TradeOS users belong to one organization, get a role, and see only what their role allows. There's no concept of "shared logins" — every person should have their own account so the audit trail is useful when you need it.
Inviting a teammate
- Open Team → + Invite.
- Enter their email, pick a role (default: Tech), and hit Send invite.
- They get an email with a one-time link. Clicking it walks them through verifying their email and setting up the mobile app (or the web app, if they're office staff).
Roles and what they can do
- Owner — everything. There can be multiple owners. Owners are the only ones who can change billing, connect Stripe, or invite other owners.
- Dispatcher — full read/write on customers, jobs, quotes, invoices. Cannot change billing or integrations.
- Tech — sees only jobs assigned to them. Can take photos, add notes, log materials, and mark statuses. Cannot send quotes or see other techs' work.
- Office — read-only across the org plus the ability to send SMS replies in the inbox. Good for a part-time admin or a virtual assistant.
Notification preferences
Each user controls their own notifications under Profile → Notifications. The defaults are sensible (techs get push for new assignments and reschedules, owners get SMS for accepted quotes and paid invoices), but everyone can dial it up or down.
The channels available:
- Push on mobile — best for time-sensitive things like new assignments.
- SMS — best for off-hours alerts when the app isn't open.
- Email — best for daily summaries and receipts.
- In-app only — silent. Shows up in the bell menu only.
Deactivating a user
Open Team, find the user, and click Deactivate. Their assignments stay attached to completed jobs (the audit trail is intact), but they can no longer sign in. To bring them back later, just hit Reactivate — no re-invite needed.