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Team & roles

What it’s for — Team & roles is where the owner manages who can get into the workspace and what they’re allowed to do.

When you’d use it — onboarding a new colleague or crew member, changing someone’s access, or removing someone who’s left.

The Team members screen

Find it in the left sidebar under Team. You can invite office staff, set each member’s role, tick fine-grained permission flags, and see pending invites.

Invite by email, pick a role, and (optionally) add permissions like 'Can view contract values' or 'View internal costs'.

How to add people

  1. Office staff: type their email, choose a role, and click Send invite. They get an email link to set a password. Invites expire after 7 days — resend to generate a new link.

  2. Field crew: they don’t need an email invite. Create their app login (email + password) directly from the Crew page — see the note below.

  3. Adjust access anytime: change a member’s role from the dropdown, or tick/untick their permission flags (view contract values, view crew location, export, view internal costs).

  4. Remove someone who’s left with the Remove link.

Roles & who sees what What each role can do.
The field app (crew) Where crew logins are used.
Audit log See changes people made.