Team and permissions

Inviting team members

Open Settings → Members and click + Invite. Enter the person’s email and pick a role. They’ll get an email invitation to set a password and join your workspace.

You can also invite people you’ve already added under Contacts → Team — just open the contact and click Invite to login.

Roles

Frametry has three roles for internal users:

• Owner — full access, including billing and deleting the account. Your account starts with one owner.
• Admin — manages projects, contacts, financials, and team, but can’t see or change billing.
• Member — works on the projects they’re assigned to. Doesn’t see org-wide reports or contacts they aren’t on.

Managing access

From Settings → Members you can change a member’s role at any time, or click Remove to revoke access. Subs and clients use their own portals and are managed separately under Contacts.

Portals

Clients and subs you invite get their own simplified view — clients see their project, selections, and invoices; subs see only the tasks and bids assigned to them.