Team Management

Team features are available on all paid plans. The number of seats depends on your plan: 2 seats on the base plan, 10 on Pro, and 50 on Enterprise. Your team is created automatically when you subscribe, so there's nothing to set up before inviting people.

Navigate to Dashboard > Team to manage your team.

Inviting team members

Only the team owner can send invitations. Members cannot invite others.

1. Go to Dashboard > Team.
2. Scroll to the Invite Member section.
3. Enter the colleague's email address and click Send Invite.
4. LienWaiver.pro sends them an invitation email with a link that expires in 7 days.

The invitation appears in Pending Invites until accepted. From there you can resend the email or copy the invite link to share directly. You can also revoke a pending invite at any time.

If the invitee doesn't have a LienWaiver.pro account yet, the invite link walks them through signup before joining your team. If they're already a user, they sign in and accept with one click.

Note: a person can only be on one team at a time. If they're already on another team, the invite will fail with an error.

Owner vs member roles

There are 2 roles: owner and member.

Permission	Owner	Member
View all team waivers, contacts, projects	Yes	Yes
Create and send waiver requests	Yes	Yes
Generate waivers	Yes	Yes
Invite team members	Yes	No
Remove team members	Yes	No
Rename the team	Yes	No
Manage billing and subscription	Yes	No
Leave the team	No	Yes

The owner is whoever holds the paid subscription. Ownership cannot be transferred through the dashboard. If you need to change the billing account, contact support.

Members can leave the team at any time from Dashboard > Team. Owners cannot leave without first canceling their subscription.

Shared contacts, projects, and waiver history

Once someone joins your team, all team data is shared across every member's dashboard. That includes:

• Contacts: subcontractors (sub) added by any team member are visible and usable by all members.
• Projects: folders created by any member appear in everyone's project list.
• Waiver requests (Send & Sign): requests sent by any team member are visible in the shared queue. Any member can view status, download PDFs, and cancel requests.
• Generated waivers: waivers generated by any team member appear in the shared history.

There is no concept of private vs shared data within a team. Everything a member creates is visible to all other members and the owner. If someone is removed from the team, the data they created stays with the team.

Managing seats and billing

Seat limits are tied to the owner's subscription plan. The Team page shows how many seats are in use and how many remain.

Each pending invite counts against your seat limit until it's accepted or revoked. If you've sent invites that haven't been accepted, revoking them frees up seats immediately.

To add more seats, upgrade your plan from Dashboard > Settings or Dashboard > Upgrade. Downgrading to a plan with fewer seats than your current member count is not blocked automatically, but adding new members will fail until you're within the new limit.

Billing is attached to the owner's account only. Members don't need their own subscription and are not charged separately.

Next steps

• Contacts: add and manage your subcontractor contact list, which is shared across your team.
• Send & Sign: send waiver requests to subs and track signatures, with full visibility for all team members.