Your team is everyone who helps you run the work — project managers, estimators, office staff, field crew. Getting them into Eano Pro is what lets them see the projects they’re responsible for, log their hours, and pitch in without you having to relay everything yourself. It only takes a minute per person, and the one decision that matters most is the role you give them, because that’s what decides how much of your account they can see and touch.
This article walks through adding a team member, choosing the right role, and getting them onto the projects they’ll actually work on.
The Two Steps That Matter
Bringing someone onto your team is really two moves, and it’s worth keeping them straight:
Add them to your team — this creates their account and sets their role.
Assign them to projects — this is what actually lets them into the work.
The second step trips people up the most: a brand-new member who isn’t an admin won’t see any projects until you’ve assigned them to one. Adding someone and assigning them are not the same thing, so we’ll cover both.
Step 1 — Add the Person to Your Team
In the left navigation menu, choose People, then My Team.
In the top-right corner, click + Add Internal Users.
A panel titled Add Internal User slides in from the right. At the top, it tells you how many of your plan’s seats this person will use — each internal user takes one — along with a reminder that members who aren’t admins can only see projects they create or have been assigned to.
Now fill in their details. A few fields are required (marked with a red asterisk); the rest are up to you:
Team Member’s Name (required) — how they’ll show up across your projects.
Role (required) — the level of access they get. Hover the small gray i icon next to “Role” for a quick rundown of what each role can do; that same popover is where you can fine-tune a role’s permissions if the preset isn’t quite the fit you want.
Phone Number (required) — this is how they sign in, with a quick verification code by text, and how they get notifications. Make sure it’s a number they can actually receive a code on.
Email (optional, but recommended) — a second way to reach them and their account.
Photo (optional) — a profile image, up to 5MB.
Hourly Rate (optional) — set this and their time turns into labor expenses automatically whenever they clock in and out or log work on a project. Leave it blank and clocking still works; you just won’t get the automatic cost.
When everything looks right, click Add at the bottom. A brief “Member Added Successfully” message appears at the top of the screen to confirm they’re in.
Step 2 — Assign Them to Their Projects
Adding someone to your team doesn’t automatically put them on a project. Since non-admin members only see projects they’ve created or been assigned to, this is the step that actually gives them access to the work:
In the left navigation menu, choose Projects.
Open the project you want them on.
Use Assign Members — the + icon in the project header — to add them.
Repeat for any other projects they should be part of. From then on, those projects show up for them, and for field crew it’s also what lets them pick the right project when they clock in on the mobile app.
Picking the Right Role
The role is the heart of this whole process, because it’s what separates someone who can see and change everything from someone who only touches their own projects. If you’re not sure which to choose, the gray i icon next to the Role field is the fastest answer — hover it for a plain-language preview of each role’s access, and use the same popover to fine-tune permissions when you need something between the presets.
A good rule of thumb: give people the least access that still lets them do their job. You can always change someone’s role later under People > My Team as their responsibilities grow. For the full breakdown of what each role can and can’t do, see the Understanding Roles and Access Permissions article.
A Few Things Worth Knowing
Adding and assigning are different. Creating a team member sets up their account; assigning them to a project is what actually lets them in. A new member sees nothing until you’ve assigned them somewhere.
The phone number is the login. Members sign in with the phone number on their profile using a verification code, so a working number matters more than it might seem.
Seats are tied to your plan. Each internal user takes up a seat, and the Add Internal User panel shows your usage as you add people.
Hourly Rate is optional but handy. Set it for anyone whose hours you want flowing into your project costs automatically — it’s what powers the labor side of clock-in/clock-out.
Frequently Asked Questions
Where do I add a team member? Go to People > My Team, then click + Add Internal Users in the top-right corner and fill in their details.
Which fields are required? Name, Role, and Phone Number are required. Email is optional but recommended, since it gives the person another way to reach their account.
How do I know which role to choose? Hover the gray i icon next to the Role field for a quick rundown of what each role can do — and to fine-tune permissions if the preset isn’t quite right. The Understanding Roles and Access Permissions article goes into more depth.
Why can’t my new team member see a project? Members who aren’t admins only see projects they create or have been assigned to. Open the project and use Assign Members (the + icon in the project header) to give them access.
What does the Hourly Rate do? If you set it, that person’s time turns into labor expenses automatically whenever they clock in and out or log work — so their hours flow into your project costs without extra entry.
Does adding someone use up a plan seat? Yes. Each internal user takes a seat, and the Add Internal User panel shows how many of your plan’s seats you’re using as you add people.
Related articles