Inviting Your Team
M2tric is built for teams. Once your organization is set up, you can invite team members and assign each person a role that controls what they can see and do.
Only users with the Owner or Admin role can invite new members. If you don’t see the invite option, ask your organization’s owner or admin to send the invitation for you.
Step 1: Open the Team section
Open the Team section from the sidebar in your dashboard.
Step 2: Click Invite User
Click the Invite User button to open the invite panel.
Step 3: Fill in the details
Enter the required information for the new team member:
- First name and last name — the team member’s name as it will appear in M2tric.
- Email address — an invitation email will be sent to this address with a link to join your organization.
- Role — choose the role that matches this person’s responsibilities (see User Roles & Permissions).
Step 4: Send the invite
Click Send Invite to deliver the invitation. The new user will appear in your team list with a pending status until they accept.
What the invited user receives
The invited person receives an email from M2tric with a link to create their account. After clicking the link, they set a password and are automatically added to your organization with the role you assigned. They do not need to go through the company setup or billing steps — that’s already done.
Invitation not arriving? Ask the team member to check their spam or junk folder. If it still doesn’t show up, you can resend the invitation from the team list by clicking the resend option next to their name.
Available roles
M2tric has six roles, each with different levels of access. For a full breakdown of what each role can do, see User Roles & Permissions.
Owner › Admin › Supervisor › Estimator › Installer › Read-only
Changing a team member’s role
Owners and admins can update a team member’s role at any time from the team list. Select the user, choose a new role, and save. The change takes effect immediately.
Removing a team member
Owners and admins can remove a team member from the organization. Removing a user deactivates their access — they will no longer be able to log in or see any organization data. Their historical activity (jobs created, notes, etc.) is preserved.
Team size and your plan
The number of team members you can invite depends on your subscription plan:
| Plan | Team members |
|---|---|
| Solo | 1 (owner only) |
| Team | Up to 3 |
| Company | Up to 5 |
| Unlimited | No limit |
If you need more seats, you can upgrade your plan from billing settings at any time.
Troubleshooting
- Invitation email not received — ask the team member to check their spam or junk folder. You can resend the invitation from the team list.
- “I don’t see the Invite User button” — only users with the Owner or Admin role can send invitations. Ask your organization’s owner or admin to invite the team member for you.
- “User limit reached” — your current plan does not support additional team members. Upgrade your plan from billing settings to add more seats.
Need help? Contact us at support@m2tric.com.