Inviting team members
Adding Team Members
Jewel Value supports multiple users per business with different permission levels so your team can collaborate without sharing a login.
Where to invite
Open Settings > Team from the sidebar. Use Invite Team Member, enter an email address, and pick a role.
Roles and what they can do
- Owner: Full access including billing and team management. An account can have more than one Owner, but the last active Owner can never be removed, demoted, or deactivated.
- Admin: Manage users, customers, valuations, and settings. Cannot change billing.
- Manager: Approve valuations, run bulk operations, generate certificates, view reports.
- Staff: Create and edit valuations and customers.
- Viewer: Read-only access. Useful for accountants or auditors.
How invitations work
The invitee receives an email with a one-time link valid for 7 days. Clicking the link opens Accept Invitation where they set a password and join the account.
If they already have a Jewel Value account on a different tenant, the link prompts them to either sign in or create a new account scoped to your tenant.
Plan limits
- Basic: 2 team members
- Pro: 10 team members
- Enterprise: Unlimited
You can always remove a member from Settings > Team to free up a seat.