Manage Team Members & Roles
Invite new team members, assign roles with the right permissions, and manage your organization's staff.
Before you start: You need the Organization Leader or Admin role to manage team members.
View your team
-
Click Team Members in the sidebar. You'll see a table listing all members with their name, email address, role, assigned location(s), status, and available actions.
[Screenshot: Team Members page showing member table with Name, Email, Role, Location, Status, and Action columns]
- Use the search bar to find members by name, email, role, or location.
- Filter by location using the All Locations dropdown.
Add a new member
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Click Add Member in the top-right corner.
[Screenshot: Add Member dialog with email, role, and location fields]
- Enter the member's email address.
- Select a role from the dropdown.
- Assign the member to one or more locations.
- Click Save. The member receives an invite email to set their password and log in.
Role permissions reference
| Role | Create Portals | Edit Repairs | Review / Approve | Manage Settings | Manage Team |
|---|---|---|---|---|---|
| Organization Leader | Yes | Yes | Yes | Yes | Yes |
| Repair Planner | Yes | Yes | No | No | No |
| Location Leader | No | No | Yes | No | No |
| Central Reviewer | No | No | Yes | No | No |
| Basic User | No | Read-only | No | No | No |
Edit or remove a member
- Click the edit icon (pencil) next to any member to update their role, location assignment, or other details.
- Click Reset Password to send a password reset email to the member.
Tip: When you invite a Basic User (Technician), let them know they'll see a simplified interface with a "My Repairs" sidebar item and read-only access to their assigned repairs.
What's next?
Learn how to configure documentation requirements — set up the rules that determine what documentation is needed for each repair.