Managing your team on the office web page
Settings → Team on the office web page (owners and admins). The same team as the app's Settings → Team.
Invite someone
Type their email, pick a role, and Send Invite. If your company email is set up (Resend), they get an email with the link; if not, tell them:
- Go to preflightcleaningpro.com/office.
- Click Create your account and use the email you invited.
- Tap the confirmation link in their email, come back, and click Join the Team.
(Or sign up in the Preflight app with that email.) Invites waiting to be accepted are listed under Waiting to Join — change the role, email it again, or cancel it.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including the team and company settings |
| Admin | Manages the team, rates and settings |
| Estimator | Customers, measuring, photos and estimates; sees rates, can't change them |
| Office | Customers, phone quotes and estimates on the web page or in the app; sees rates, can't change them |
| Tech | Customers, photos, floor plans, entry info, job sheets and prices (view only, unless turned off); rug prices (phone app, plus My Day and the Rug Plant on the web) |
Change or remove someone
- Role: pick a new one from the list — it takes effect right away.
- Name: type it and Save.
- Remove: they lose access right away. Their customers, estimates and photos stay with the company.
The owner can't be removed or changed, and only the owner can change another admin.
Preflight support and data sharing
At the bottom of Settings → Team (web) or under Preflight Support in the app's Team screen, the owner chooses what Preflight's support team can do in your account:
- View & make changes — support can fix things for you.
- View only (the starting setting) — support can look but not change anything.
- No access.
Every time support opens your account or changes something, it's listed under Support Activity (owners and admins). Support never sees your W-9 tax details.
Share scans & photos with Preflight is off unless you turn it on. When on, Preflight may use your room scans, floor plans and photos — with customer names, addresses, contacts, notes and prices removed — to improve measuring and build new features. Turn it off anytime.