Invite your team and assign roles
Matterial is built for the whole jobsite crew: site engineers, buyers, back-office staff, and leadership. You invite people by email, and everyone sees only what their role needs — a site engineer, for example, never sees pricing.
- You invite people from Settings → Team using their email address.
- Every role comes with a permissions preset that you can fine-tune module by module.
- The "site engineer" role can log field progress without seeing costs or finances.
- Subcontractors are an external role with access limited to their own subcontract.
- 1
Open Settings → Team
In the side menu, go to Settings and then Team. There you'll see every member and any pending invitations.
- 2
Send the invitation
Enter the person's email, pick their role, and send. They'll get an email with a link to join your company.
- 3
Pick the right role
Administrator (everything), site engineer (field logging without pricing), buyer (purchasing without finances), and more. The role decides which modules someone sees and whether costs are visible.
- 4
Fine-tune permissions if needed
Every preset can be adjusted module by module — for example, giving a site engineer access to progress reports but not the budget.
Frequently asked questions
How many users can I invite?
It depends on your plan: Free 2, Starter 10, Pro 25, Business 65, and Enterprise unlimited. Every user draws from the same company-wide pool of AI credits.
Can I keep a site engineer from seeing prices?
Yes. By default the "site engineer" role sees no costs or finances: they log progress, daily logs, attendance, and photos, but every amount stays hidden.
How do I add a subcontractor?
A subcontractor is a separate, external role. You invite them from Estimates, on their subcontract card, with a magic link; they only see "My subcontract".