Team Members & Roles
Inviting Team Members
Add employees and office staff to your ServeHub account so they can sign in, get assigned to jobs, and appear on your schedule. An invite on the web is a link you send them yourself — ServeHub does not email it for you.
- Go to Business settings and open the Team tab.
- Under Invite teammates, enter their email address and pick a role — Business admin or Employee. There is no name field; they enter their own name when they sign up.
- Click Send invite. Despite the label, nothing is emailed. The invite appears below under Pending invites with its join link.
- Click Copy link and send that link to them yourself — by email, text, or however you normally reach them. Opening it takes them to signup, already attached to your business and role.
Tip: An unaccepted invite stays in Pending invites until it is used — it does not expire, and it does not show up as a badge on the team list. There is no resend button, and you do not need one: the link in that row is still live, so copy it and send it again. If you would rather kill it, click Revoke; inviting the same address afterwards creates a fresh link, and the old one stops working.
Roles & Permissions
Each team member is assigned a role that controls what they can see and do in ServeHub. Choose the role that matches their responsibilities.
Owner: Full access to everything, including the plan and subscription. There is one owner per account. There is no delete-my-account button anywhere in ServeHub — the strongest thing available is cancelling the plan from Billing, which ends the subscription at the end of the trial or paid period and leaves the data in place.
Admin: Full access to customers, estimates, proposals, contracts, jobs, invoices, and team management. Billing is not blocked by role, but it is tied to the person who signed the business up — Billing shows an admin the plan and who pays for it, with nothing of their own to manage. If the subscription ends, ServeHub is read-only for the whole team until the owner or an admin resubscribes.
Employee: Can view assigned jobs, update job status, upload photos, add notes, and log expenses. Their sidebar is the job board and nothing else, and the rest is closed to them too: customers, estimates, proposals, invoices and Business settings send them back to their own jobs, even with a direct link.
What Each Role Can Access
A quick reference for what is available to each role in the sidebar and dashboard.
Dashboard & overview: Owner, Admin, Employee (employees see only their assigned jobs).
Customers & CRM: Owner, Admin.
Estimates, proposals, contracts: Owner, Admin.
Jobs: Owner, Admin, Employee.
Schedule calendar: Owner, Admin. An employee who opens it is sent back to the job board.
Invoices & payments: Owner, Admin.
Catalog & pricing: Owner, Admin.
Business settings: Owner, Admin.
Billing: Not a Business settings tab. It is in the account menu under your name, top right.
Changing Access When Someone Leaves
Take someone off the team as soon as they leave. Changing their role only narrows what they can reach; removing them stops their login.
What the Team tab offers: Go to Business settings → Team. Each teammate is one row: their name and email, a role dropdown set to Business admin or Employee, an Update button and a Remove button. The owner's row has no dropdown and no Remove, and neither does your own.
Demoting is not removing: Setting someone to Employee narrows them to the job board, but they can still sign in and see the jobs they are assigned to.
Removing someone: Remove stops their login everywhere, on the web and in the phone app, at once. They come off the jobs they were on and out of the pickers. Whoever pays for the account, or holds the lifetime plan, can't be removed: they need to cancel first, or contact support. To bring someone back later, contact support.
Their work stays either way: Job assignments, notes and photos belong to the job, not the person, so nothing you do here erases work history.
Tip: Reassign their upcoming jobs to someone else first — an unassigned job is easy to lose track of, and reassigning is something you can do entirely from the dashboard.