Account and Team Access
Everything in EstimateSync lives inside an organization — your projects, contacts, appointments, members, and settings all belong to one. If you're working solo, your own account is your organization. When you're collaborating, you'll create or join a team organization to share that work with others.
Create a Team
To start a team, open your account or organization controls and enter a name for the new organization. You'll become the owner automatically, and EstimateSync switches you into the new team context right away.
Team creation depends on your current plan and whether team collaboration is included. If you don't see the option, check your billing page or reach out to support.
Invite Teammates
Once your team exists, invite people by assigning them a role — either Member or Admin. You can revoke any pending invite before it's accepted.
Keep in mind that seat availability is checked when the invited person actually joins, not when the invite is sent. If your team hits capacity before someone accepts, you'll need to adjust your plan or resend the invite after freeing up a seat.
Invite recipients should open the link and sign in with the email address the invite was sent to. Invites that are expired, already used, or sent to a different address won't work.
Manage Members
Head to the Members area to see who's on your team, what role they have, and whether any invites are still pending. From here, owners and admins can remove non-owner members. When you remove someone, they lose access to the team immediately and return to their own default account context.
For a breakdown of what each role grants, see the roles reference linked below.
Leave or Transfer Ownership
Any member can leave a team organization. The one exception: if you're the owner and other active members remain, you need to transfer ownership before you go.
Transferring ownership is instant. Pick an active member, confirm the transfer, and they become the new owner. You'll be moved to an admin role.
Related Pages
- Roles reference:
/docs/reference/roles-and-permissions - Account settings guide:
/docs/guide/account-settings - Projects guide:
/docs/guide/projects-estimates-invoices