Team Members, Roles & Permissions
Invite your team, define responsibilities and manage access to your workspace.
Use roles to give each person access to the work they perform. Changing a role changes the permissions of everyone assigned to it.
Finding Team Settings
Open Workspace settings → Team members to find people by name, email or role. Open Roles & permissions to manage access levels. On a phone, open the settings section selector above the page title. Your permissions determine which sections and actions are available.
Inviting Team Members
Choose Invite Member
Enter the person’s name and email address.
Assign a role
Choose the permissions they need for their work.
Send the invitation
Follow the result shown in the app. If email delivery fails, the member may still have been added; check the team list before inviting again.
New users receive instructions to set up access. Existing users retain their account credentials. Members can manage their password and email verification in Workspace settings → Security.
Creating and Editing Roles
Search for a role or choose Create Role. Give it a clear job-related name and an optional description. Search the permission list by area or action, then select the actions this role needs. The selected count helps you review the scope before saving.
For example, an order coordinator may need to read customers and products and create or update orders. A quality inspector may need inspections and non-conformance reports. Include any read permissions needed to open the relevant pages.
Removing Access
Use the member’s action menu to change their role or remove them from the organization. To delete a role, first reassign its members. The role list shows how many members use each role, and deletion asks for confirmation.