Getting your team into Mastro means the right people see the right things — and the job stops living only in your head. This takes a few minutes.
Understand the roles first
- Owner — full access, including connections, billing and settings. Usually you.
- Manager — runs the day-to-day: pipeline, quotes, team, SOPs, change orders.
- Crew — on-site team. They get what they need to do the work (their hours, the SOPs), not the commercial picture.
Pick the lowest role that lets someone do their job.
Pick the lowest role that lets someone do their job — it keeps sensitive information tight.
Step 1 — Open the Team area
Go to Team in the app. You'll see the Crew roster alongside the timesheet.
Step 2 — Add a team member
On the Crew tab, add a crew member with their name and details. They join your roster immediately.
Step 3 — Give them their access
Depending on the person:
- Office / management → invite them with a login and set their role to manager.
- On-site crew → share the no-login links they need: their personal hours page for logging time, and the crew SOP link for procedures (see set up SOPs for your crew).
Step 4 — Archive people who leave
When someone moves on, archive them from the roster. Their history stays intact, but they drop off active lists and lose access.
A note on least privilege
It's tempting to make everyone an owner "to keep things simple." Don't. Roles exist so a new apprentice can log hours without seeing your margins. Set roles deliberately and you get the convenience of a shared system without the exposure.
Next: give the crew their procedures with set up SOPs for your crew.