How to connect a team member to the app
A step-by-step guide for owners: invite a team member, pick a role and email language, see what they get in the mobile app and how to hide money from them.
A team member works in your workshop from their phone with their own email and password and sees only what you allow. This needs the Web Team plan, which includes up to 5 team members.
How to connect a team member
- Open "Settings → Team" and the "Invite" tab.
- Enter the team member's email.
- Choose a role: "Operator", "Storekeeper", your own custom role (if you created one) or "Co-owner".
- Choose the "Email language" — the language that is comfortable for the team member. It defaults to your current site language. The invitation page opens in the same language.
- Click "Invite". The team member receives an email with a link that is valid for 14 days.
The team member follows the link, sets a password (if they have no account with this email yet) and accepts the invitation. They then appear in the member list with the status "Active".
What the team member does on the phone
- Installs the 3D Print Pricing app from the App Store, Google Play or RuStore.
- Signs in with the email and password they set via the link.
- Sees your workshop and only the sections open to their role. The app header shows the name of their role.
The team member's personal data on their own phone (if they used the app on its own before) is not mixed with the workshop's data.
What the team member sees
- Operator — orders, calendar, production, clients, printers, models and the calculator.
- Storekeeper — warehouse: filament, resins, equipment, finished goods, packaging and write-offs.
- Custom role — exactly the sections you ticked in the role builder.
- Co-owner — full access like yours, except managing the workshop itself: only the owner can transfer or delete it. The app syncs with the workshop the same way as for the owner.
Money: the "See money" permission
Without this permission a team member does not see amounts: cost, sale prices, profit, purchase prices of materials. Money is hidden both on the website and in the app. When creating and editing records, a team member without this permission cannot set prices. Operator and Storekeeper do not have this permission by default.
To turn it on, open "Settings → Team → Roles & access", choose a role and tick "See money". The change applies at once to everyone with that role.
Managing a team member
In "Settings → Team → Members" you can:
- change the role;
- click "Reset password" — the team member gets a temporary password and is signed out on all devices;
- click "Remove" — access is closed; you can invite them again later.
FAQ
The email did not arrive. Ask them to check the Spam folder. If it still is not there, remove the invitation and send it again, choosing another email language if needed.
How many team members can I connect? Up to 5 on the Web Team plan. There is no separate fee per seat.
A team member does not see a section they need. Check the permissions of their role in "Settings → Team → Roles & access".
More about roles and the plan in Team: members, roles and permissions.
Related
- Team: members, roles and permissions (Web Team)How to invite up to 5 team members, give them roles, create your own role, and what team members see in the app.
- Mobile app: what it does and how it differs from the websiteAn overview of the 3D Print Pricing app for iPhone and Android: main sections, plans, sync and what stays website-only.
- Plans: Lite, Basic, Pro, Web Plus and Web TeamHow the plans differ, what they cost, what the web portal unlocks, and how to subscribe, pay, cancel or get a refund.
- Backup, sync and cloud — what's the differenceThree different mechanisms: automatic phone and site sync, a data backup, and the Sync tab in settings.
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