Administration
Invite Your Team and Manage Access
How to add users safely, assign the right access, and avoid permission confusion as the workspace grows.
Updated April 19, 2026
Add users with intention
Do not invite everyone with the same level of access.
Start by grouping people into practical roles:
- field operators or technicians
- supervisors or facility leaders
- administrators
- read-only stakeholders
Before you invite
Decide:
- who can create or close work
- who can edit PM schedules
- who can edit assets
- who can change plan or billing settings
- who needs reporting only
Good access habits
- give the least access needed to do the job
- avoid shared accounts
- remove or reduce access when responsibilities change
- review team access periodically
Why access discipline matters
Permission problems create operational noise:
- accidental edits
- confusion about who owns setup
- users seeing pages they cannot actually use
Clean access rules make the product feel more understandable to the whole team.
Still need help?
Reach out for broken behavior, account-specific help, or billing questions.