Team User

Understand who should use a Team seat, what Team users can do, and which extra permissions are available.

What is a Team User?

A Team user is a lighter seat type designed for people who need broad visibility across the account but don't create or edit estimates and invoices. Think office staff, production managers, and scheduling coordinators — people who keep jobs moving and support the business without being in the sales seat.

Team seats can be added on any plan, with or without the Operations add-on.

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What Team Users Can Do

By default, Team users have broad read and management access across the account:

• View all users' documents (estimates, invoices, etc.)
• View pipelines, estimates, invoices, calendars, tasks, contacts, and companies
• Create deals and have full capability on deals
• Create events and assign others to sales events or jobs
• Create tasks, contacts, and companies
• Manage their own profile and notification preferences

On estimates and invoices:

Team users can't create or edit estimates from scratch, but they can still take meaningful action on them:

• Add crew notes
• Add/change colour on products
• Add additional work
• Add payments
• Send estimates and invoices
• Upload images
• Change status, pipeline, stage, tags, source, estimate type, and template
• View activity, chat, and calculations in the sidebar

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Custom Permissions

These are all off by default for new Team seats and can be enabled per user:

Permission	What it does
Access to account settings	Manage account-wide settings including estimate types, production rates, products, templates, branding, communications, and more
Access to account settings — Billing	View the account's subscription, billing information, and user management
Access to dashboard	View the account dashboard and stats
Access to reports	View sales and pipeline reports
Ability to export data	Export contacts, deals, and other data

Pro Tip: For a production manager or scheduling coordinator, consider enabling Dashboard and Reports access so they can track job progress and workload without needing a Sales seat.

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What Team Users Cannot Do

• Create or edit estimates or invoices
• Be the owner of a sales event
• Be the account owner or transfer account ownership

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Adding a Team User

1. Go to Account Settings → Billing → User Management
2. Click + Add User
3. Enter their name, email, and select their role
4. PaintScout will recommend the right seat type based on the role selected — Team is recommended for administrators, project leads, accounting or marketing roles.

• If PaintScout recommends a Sales seat, click Switch to Team seat instead if you feel a Team seat is more appropriate!