⚙️ Decide who is in your organization, what each person may do and on which sites, from one page.
You need the Admin or Owner role. Inviting is covered in Invite your colleagues.
Open the Members page
Open Organization settings and click Members. Every member is listed with Name, Last Active, Email address, Telephone number, Role and Created at. A pending invitation shows Invited, expires with the date under the name, or Invite expired. Search the list at the top, or Export it as an Excel file.
Change a role
Click the member's Role cell and pick Owner, Admin, Editor or Viewer. The change is saved at once, with access to every site.
To limit a member to some sites, pick Custom instead, or choose Edit member in the row menu. The Organization access dialog opens.
What each role may do is in Roles and what you can do. Two rules apply to who can change whom: only an Owner can make someone Owner, and you can only edit members at or below your own level.
Limit a member to some sites
In Organization access, set the Role to Editor or Viewer.
Switch off Allow editor to edit all sites, or Allow viewer to read all sites, and pick the Sites the member should have.
For an editor, switch on Allow editor to read all sites if they should see every site and edit only theirs. Click Update.
The member now shows the role Custom. When you take a site away from someone, they are unassigned from the open work orders and inspections on it.
Renew an invitation or remove a member
Renew invite in the row menu gives a pending invitation 7 more days and sends the email again.
Remove from organization takes the member out at once. They are unassigned from open inspections, and their notifications stop. Work orders assigned to them keep the name until someone changes the assignee.
A service account, or a member managed by your organization's identity provider, cannot be removed here. See Use the API with a service account and Sign in with SSO and provision users with SCIM.
If it doesn't work
Owner is not in the list of roles
Only an Owner can give the Owner role.
I cannot edit a member
You can change members at or below your own level. Ask an Owner for members above it.
Remove from organization fails
The member is a service account or is managed by your identity provider. Regenerate the service account's token to cut off its access, or deactivate the user in the identity provider.
