Team & settings
Bring your crew into the app, choose what OpenGate notifies you about, and keep your brand looking sharp.
Your team
Go to Settings → Members to invite people. Send an invite link, they accept, done. Each member gets a role:
| Role | What they can do |
|---|---|
| Owner | Everything — including billing and team management. |
| Manager | Run the business day to day: quotes, jobs, calendar, invoices. |
| Crew | See their schedule and the jobs assigned to them. |
Member stats show visits, revenue, and close rate per person — useful when routes and paychecks come up.
Notifications
Settings → Notifications controls what OpenGate emails you about — new quote requests, bookings, payments, and more. Turn off what you don't need; the app respects your choices everywhere.
Brand kit
Settings → Brand kit is your look, in one place: logo, colors, and fonts. Everything customer-facing uses it — your quote pages, your website, your invoices, and your emails. Change it once, and it updates everywhere.
Other settings worth knowing
- Billing — your plan and invoices from OpenGate. See Plans & billing.
- Design kit — deeper design controls for your estimator and site.
- Profile — your own name, email, and password.