Invite your team and choose roles

Send an invitation

1. 1

   Step 1: Open the invitations list

   You need to be an owner or admin, and your own email address must be verified.

   Where to find it

   1. Settings
   2. Users & Permissions
   3. Invitations
2. 2

   Step 2: Invite a teammate

   Choose Invite. In Invite a teammate, enter their Email address, choose a Role, then choose Send invitation.

   • The invitation link expires after 7 days. Use Revoke to withdraw one.
   • If email isn’t available, the app shows a link you can copy and send yourself.

   Note: Pending invitations count towards your plan’s users, the same as active members.

3. 3

   Step 3: Your teammate accepts

   They open the link, see You have been invited, then choose Sign in to accept or Create an account to accept, followed by Accept invitation.

Built-in roles

Every organization has six built-in roles. They can’t be edited. A person can hold several roles; their permissions are combined.

• Organization Owner: full access, including billing, ownership and deletion.
• Organization Admin: manages users, settings and all operational records, except billing and ownership.
• Manager: manages operational records and approvals across modules. Can view members, branches and departments, but not change settings.
• Employee: works on assigned jobs and tasks, and manages their own attendance, leave and timesheets. Can report asset problems and view stock.
• Accountant: works with invoices, payments and financial reports, with read access to purchase orders, vendors, leases, trade orders and jobs.
• Viewer: read-only access to every module, without the audit log or document downloads.

Change someone’s roles or branch access

1. 1

   Step 1: Open their access settings

   Use the menu on the person’s row and choose Change access.

   Where to find it

   1. Settings
   2. Users & Permissions
   3. Members
2. 2

   Step 2: Choose roles and branches

   Tick one or more roles. Under Branch access, untick All branches and choose the branches they work in. Choose Save access.

   • You can only give roles whose permissions you hold yourself.
   • People limited to branches see records in those branches, plus records that have no branch.

   Note: Branch access is set after someone joins, not on the invitation.

Create a custom role

1. 1

   Step 1: Start a new role

   Choose New role. Enter a Role name and Description.

   Where to find it

   1. Settings
   2. Users & Permissions
   3. Roles
2. 2

   Step 2: Pick its permissions

   Permissions are grouped by area and module; use Select all or Clear on a group. Choose Create role, then give the role to people with Change access.

   Note: Billing and ownership permissions are reserved for owners and never appear in a custom role.

Link people to their employee records

1. 1

   Step 1: Connect the user account

   Open the employee, choose Edit and pick their User account. They can then check in, request leave, fill in timesheets and see the jobs and tasks assigned to them.

   Where to find it

   1. Directory
   2. Employees