How to add your team to Pillar
Everyone who works jobs with you gets their own login, and the role you pick decides how much of the app they see. This walks the whole thing: adding the person, what the next one costs, and how they set their own password.
Open your team list
Where to clickAdminUsers
Press Admin at the bottom of the left sidebar, then pick Users from the admin menu that appears. The page is headed Team Members and lists everyone who can sign in to run the business.
Each row carries the person's role, whether they are Active, and whether their email is Verified. The two dropdowns above the list narrow it by role or by status.
Add the person and pick a role
Where to clickAdminUsersAdd User
Press Add User at the top right of the team list. Fill in First Name, Last Name, Email and Phone, then open the Role list and choose Owner, Dispatcher, Technician, Sales Rep or Customer.
A line under the list describes each role as you pick it, so Technician reads "Can view assigned jobs and update status". Nothing here is permanent, and you can change a role later from Edit on their row.
Dispatchers, technicians and sales reps set their own password from an email, which is what the Invitation email will be sent box is telling you. Pick Owner or Customer and you type a Password for them instead.
Confirm the cost, then create
Where to clickCreate UserAdding a userConfirm and add user
Press Create User at the bottom of the form. Nobody is created yet: a dialog headed Adding a user opens first and names the exact price and what your monthly bill becomes.
Your first person is $0 and each additional person is $39 a month, charged from the day you add them. If there is no card on file yet the dialog asks for one here, and Confirm and add user is the press that creates the account.
They set their own password
Where to clickTheir emailAccept Invitation & Set PasswordSet Password & Get Started
The new person gets an email inviting them to join your company and presses Accept Invitation & Set Password. That opens a page wearing your logo and colors where they choose a password and press Set Password & Get Started.
Until they do, their row shows Pending Invitation with a Resend button beside it. The link in the email is good for 7 days, and you never see or set their password.
Common questions
What does another person cost?
Your first person is $0 a month, forever. Every additional person who signs in to run the business is $39 a month, prorated from the day you add them and taken off again when you deactivate them.
Do customers and subcontractors count as people I pay for?
No. Customer and subcontractor logins are portal accounts at no charge, and neither one counts toward what you pay.
Who is allowed to add someone?
Only an owner. A dispatcher can open the team list and resend an invitation, but adding a user changes the bill, so the server accepts it from an owner account only.
The invitation email never arrived. What now?
Their row shows Pending Invitation with a Resend button next to it, which sends a brand new link. Each link is good for 7 days, and resends are limited to one a minute.
Someone left. How do I stop paying for them?
Press Deactivate on their row. Deactivating costs nothing and lowers your bill, and their record stays attached to the jobs they worked. Activate brings them back later, and the price is shown again before it applies.