Team and access
Invite your team and decide who can do what.
Updated Oct 14, 2026
- Invite your teamInvite people to your organization by email with the roles they need, follow up on pending invitations and remove someone who has left.
- Roles and what they allowThe preset roles for the organization and for locations, exactly what each one may do, how roles add up, and how to give someone different roles.
- Create a custom roleBuild a role with exactly the permissions a job needs, for the whole organization or for locations, give it to your team, and change or delete it later.
- Transfer ownershipEvery organization has one owner; hand the role to another member when someone else should own the business.
- Review the activity logThe Activity page lists every change made across your organization — what changed, when, who made it, and each value before and after.
Updated Oct 14, 2026Edit this page on GitHub