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 — 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.