Your team & roles
Invite teammates, control access by role, and get crew on the mobile app.
Invite a teammate#
Open Crew → Invite crew, enter their email, and choose a role. They get an email invitation; clicking it signs them in and adds them to your business in one step (no separate password).
You can resend or cancel a pending invite any time from the same screen.
Roles & what they can see#
Access is role-based. Owners and admins have full access. Operators handle day-to-day work (customers, jobs, scheduling, quotes, invoices) but not billing settings. Accounting sees invoices, payments, payouts, and reports. Sales works leads, customers, and quotes. Staff/crew see their schedule, jobs, training, and time-off — not money or settings.
The navigation and the pages themselves enforce this: a crew member can’t reach owner-only areas even by typing the URL.
Crew on mobile#
Field crew use the Meridian mobile app. They sign in with their work email and a 6-digit code, then see their schedule, clock in and out with GPS, capture job photos and signatures, and track their earnings.
Crew are invited from the dashboard (above) — they don’t self-register on mobile.
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Training your team
Every workspace includes two default courses — Meridian Cloud Essentials for the office and Crew Essentials for the field — take them, assign them, or rewrite them as your own.
The crew mobile app
Everything your field crew needs, in their pocket.
E-signatures for staff and job documents
Send your ICA, W-9, service contract, vehicle waiver, and any custom documents out for signature — manually or automatically.