Invite your team and set roles

Bring your team into Handl so they can manage projects, quotes, and invoices alongside you — with the right level of access for each person.

Go to Settings → Workspace → Team & rates.
Select Add Member → Invite Member.
Enter the person's email address and choose a role: Project Manager or Admin.
Check the Can view cost rates switch. It starts on; turn it off if this person shouldn't see what your team costs you.
Select Send Invite. They'll receive an email invitation to join your agency.
Once they accept the invite and set a password (or continue with Google), they're added to your team with the role you chose.

While the invite is outstanding, it shows in your team list as pending, with options to resend or cancel it.

Add someone for costing only

Not everyone who works for you needs a Handl login. Choose Add Member → Add for Costing Only to track a person's rates and hours without giving them access. They appear on the Costing Only tab of Team & rates, next to the Team Members tab.

If you pay these people through Handl, you can invite a costing-only member to the Pay portal from their row on the Costing Only tab, so they can be paid. See "Pay your team" for how that works.

Good to know

Roles control what a person can do. Owners and Admins can manage the team, change agency settings, and take sensitive actions like reverting a client's quote approval. Project Managers and other team members work within projects without managing the team or agency settings.
Cost rates are a separate permission. Whether someone can see cost rates and margin is controlled per person, not by role. Owners and Admins can turn the Cost rates switch on or off on any team member's row at any time. People without it don't see cost rates in reports, invoice building or the assistant.
Only Owners and Admins can invite, edit, or remove team members.
Only Owners and Admins can change or cancel the Handl subscription from Settings → Money → Plan & billing.
The number of team seats available depends on your plan — the Solo plan includes one seat, Team includes three, and Agency is unlimited. A pending invite counts as a used seat, so if you're at your limit, cancel an unused invite or upgrade your plan in Settings → Money → Plan & billing before inviting someone new.
Invitation links expire — if someone waits too long to accept, ask them to request a fresh invite.

FAQs

Can I change someone's role after they've joined?
Yes, from Settings → Workspace → Team & rates, as long as you're an Owner or Admin.

What if my team is at its seat limit?
You'll be prompted to upgrade your plan before you can send another invite.

Can I remove someone from my team?
Yes — Owners and Admins can remove team members from Settings → Workspace → Team & rates at any time.

Why can't a team member see costs or margin?
Their Cost rates switch is off. Turn it on from their row in Settings → Workspace → Team & rates.