⚙️ 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
Click your organization's logo at the bottom of the side navigation and choose Members under Organization settings, or open Settings and click Members. On a phone, tap More, then Members.
Every member is listed with Name, Last active, Email, Phone, Role, Site access and Added by. A pending invitation shows Invited, expires with the date under the name, or Invite expired. A service account has a robot icon. Search, Filter or group the list, or Export it as an Excel file. Click a member's name to open their page.
Change a role
Click the member's Role cell and pick Owner, Admin, Editor or Viewer, or open the member and change Role under Role & access. The change is saved at once.
To change several members, check their rows and click Role in the bar at the bottom. Owners in the selection keep their role, and a batch never makes anyone Owner. Making someone Admin asks you to confirm with Make Admin.
An Editor or Viewer keeps their sites when you switch between the two. Admins and Owners always have every site.
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
Open the member and set Site access to Custom selection. Every site starts switched on.
Under Custom site access, switch off the sites the member should not have. To change many at once, search or filter the list, check the sites and confirm.
For an Editor, set Other sites to Viewer if they should see every other site, or No access to hide them.
Each change is saved at once. The member keeps their role, and the list shows Custom selection under Site access. To limit several members, check their rows, click Site access in the bar, choose Custom selection, switch the sites and click Save changes. 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 on the member's page gives a pending invitation 7 more days and sends the email again, from you. To renew several, check them in the list and click Renew invites.
Remove member at the bottom of the member's page, or Remove from organization for checked rows, 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, has no remove option. 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.
Members says You don't have access
The page is for Admins and Owners. Ask an Admin in your organization.
There is no Remove member button
The member is a service account or is managed by your identity provider. Reset the service account's token to cut off its access, or deactivate the user in the identity provider.