Team management covers two related concepts: employees (people you assign renewals to) and workspace members (people who can sign in to your organization).
Team members (employees)
The Team page (/employees) is where you maintain employee records—name, role, email, phone, and status (active, inactive, on leave). Employees appear as assignees when creating or editing renewals. Plan limits may restrict how many employees you can add; upgrade prompts link to billing settings when limits are reached.
Workspace access
Settings → Team & access manages who can log into your workspace. Owners can invite colleagues by email, resend or cancel pending invites, and remove members. Invited users receive an email with a link to /invite/[token].
Sarah Hamilton
sarah@ridgebuild.co
Alex Chen
alex@ridgebuild.co
- 1
Send an invite
Enter the colleague's email in Settings → Team & access. If email delivery is not configured, copy the invite URL manually.
- 2
Recipient accepts
They open the invite link, create an account or sign in, and must use the same email address the invite was sent to.
- 3
Join the workspace
After acceptance they land on the dashboard for your organization—no separate company onboarding required.
Wrong account on invite
If someone signs in with a different email than the invite, ContractorCompliance shows a clear message to sign out and continue with the invited address. Invites cannot be accepted by the wrong account.
Roles
- Owner — full workspace access including team management.
- Member — standard access; cannot manage team settings unless granted owner-level capabilities by your process.
Need more help?
Email contractorcomplianceapp@gmail.com or visit Help & Support.