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Team, roles and audit

Invite people and change roles

Admins invite people by email, give each a role, and can change roles later in Team.

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Only an admin can invite people or change roles. Others see: "Only an admin can invite people or change roles."

The Team screen with members, their roles and the invites that are waiting.
Team: members, roles and the invites that wait.

Invite someone

  1. Open Team and press Invite someone.
  2. Type the Email address.
  3. Choose the Role.
  4. Send the invite.
The Invite someone form with an email address and a role.
The Invite someone form.

The person gets an email with a link to join your company. They choose their own password.

Rules for invites

  • An invite works once, and only for the email you typed.
  • Each email can have one waiting invite. If you try again, the app says: "This email already has a pending invite. Cancel it first to send a new one."
  • To cancel, find the invite under Invites waiting and press cancel. The app asks "Cancel this invite?".

Change a role

In Members, use the Role control on the person's row. The app asks "Change role?" before it saves.

  • You cannot change your own role.
  • The last admin cannot be made a driller, tester or engineer. A company always keeps one admin.

Not built yet

You cannot remove a person from the company in the app yet. Contact support.

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