Add team members to help manage jobs. Each person gets their own login and can access your PoolFlow account.
Team pricing
- First user (you) is included with your plan
- Additional team members: $10/month each
- Charged on your regular billing cycle
Enabling teams
- Go to Settings → Billing
- Look for the Teams section
- Click Enable Teams
Teams require an active paid subscription (not available during trial).
Inviting a team member
- Go to Settings → Team
- Click Invite Member
- Enter their email address
- Click Send Invitation
They'll receive an email with a link to create their account.
Invitation process
- Team member receives email invitation
- They click the link (valid for 7 days)
- They create their password
- They're added to your account
If the invitation expires, you can resend it.
Team roles
Admin
Full access to everything:
- All jobs and customers
- Billing and subscription
- Settings and branding
- Team management
- Reports
The account owner is always an admin.
Member
Access to operations:
- View and manage jobs
- See customer info
- Add notes and photos
- Complete jobs
Members cannot access:
- Billing settings
- Team management
- Account settings
Managing team members
Viewing your team
Go to Settings → Team to see all team members, their roles, and when they joined.
Removing a member
Click the remove button next to their name. They immediately lose access.
Their account isn't deleted — they just can't access your PoolFlow account anymore. If they had their own PoolFlow account before joining, they can still use that.
Changing roles
Currently, roles can't be changed after invitation. To change someone from member to admin:
1. Remove them
2. Re-invite with the new role
Billing for team seats
Team charges appear on your regular subscription invoice:
- Prorated when adding mid-cycle
- Credited when removing mid-cycle
- Listed as "Additional team seats"
Example: On the Pro plan ($99/mo) with 2 additional team members:
- Plan: $99
- Extra seats: $20 (2 × $10)
- Monthly total: $119
Tips
Start with members
Give new employees member access first. Upgrade to admin only when needed.
Remove promptly
When someone leaves, remove their access immediately. They could still log in until you do.
One account per person
Each team member needs their own email and login. Don't share accounts — you lose accountability and audit trails.