Organization & Access
Invite your team, give each person the right role, and control exactly what every role can do.
Your Team
Open Settings → Members. Add people, change roles, or group them into teams.
Change role
Add to team
Make owner
Remove member
- 1Tabs · Members · Teams · Invitations
- 2Invite member
- 3Role · what they can do
- 4Row menu · role, team, remove
Only an Owner can make another Owner, remove one, or transfer ownership.
Invite Someone
Invite member
Enter the email address and role of the person you want to invite.
nur@client.my
Role
Client
Account AdminManage the organization, members and all projects
Team MemberWork across projects they're added to
ClientView progress on the projects they're shared into
Project ManagerRun assigned projects end to end
Projects
The client will only see the projects you select.
- 1Email
- 2Role · 13 built-in roles plus your own
- 3Projects · Admins get all automatically
- 4Send
Set What Each Role Can Do
Open Settings → Authorizations. Pick a role, tick the boxes, and save.
Account Admin
Team Member
Project Manager
Field Worker
- 1Roles · add your own
- 2Permissions · view · create · edit · delete
- 3Approve · who can sign off in a workflow
- 4Save
Approve lets someone sign off in a workflow. It is separate from Edit, so a role can write a record without being able to approve it.