Join a team and understand your access

Each person uses their own Dave login. Your business owner or admin invites you and sets the work you can see or change.

Accept an invitation

1. Open the invitation sent to your email address.
2. Sign in with that address, or follow the account setup steps on the web.
3. Review and accept the invitation. Opening the email alone does not finish joining.
4. Choose the invited business if you belong to more than one.

If the invitation expired or was revoked, ask the admin for a current invitation. If it is waiting for activation, ask the admin to check the invitation and seat status.

What the access levels mean

Owners and all-access admins manage business settings, billing, and the team. Crew members have the permissions their admin selects, such as creating projects, changing project details, updating the logbook, scheduling, or creating clients. Estimates and invoices can be hidden, read-only, or editable.

If you can see a document but cannot change it, that may be intentional. Ask your admin to review your access rather than sharing someone else’s login.

For admins

Open Settings → Your team to invite people or review their access. Give a teammate the permissions needed for their work and save the change. Pending invitations reserve seats. Removing a teammate’s access and removing an unused paid seat are separate decisions; see team seats.

Switch businesses

Use the business switcher and choose the business you need. Jobs, clients, and permissions belong to that business. Check the selected business before creating work or changing billing.