How to Invite Team Members

Collaborate with your team by inviting members to your organization.

Inviting Members

1. Navigate to Members

   • Go to Settings > Members
   • Click "Invite Member"

2. Enter Member Details

   • Email address (required)
   • Name
   • Role (Manager, Supervisor, Operator, Resident)
   • Assigned locations

3. Send Invitation

   • Click "Send Invite"
   • Member receives email invitation
   • They can accept and join your organization

Member Roles

• Manager: Full access to all features and settings.
• Supervisor: Can view dashboard, manage operations (work updates, problems, compliance), and view/export reports.
• Staff / Operator: Standard mobile-first users who create work updates, problems, and compliance records.
• Resident: Can create and view problems (ideal for property tenants or facility users).
• Client: View-only access to specific locations and reports.
• Vendor: Restricted access for external contractors to log specific tasks.

Managing Members

• View all members in the Members tab
• Edit member roles and permissions
• Remove members if needed
• Track member activity

Security Note

Email addresses are encrypted for security. Members must verify their email before accessing the organization.