Users

1. Invite someone#

1. Open the form

   Go to Settings → Team & access → Users and press (+).

2. Fill in the identity

   Field	Required	Description
   Name	Yes
   Phone	Yes	Must be a valid phone number.
   Role	Yes	Which permission set applies. See Roles.
   Email	No	Where the invitation is sent.
   Position	No	Job title.
   Department	No
   Reference code	No	Staff number, if you use one.
   Active	No	Turn off to revoke access without deleting history.

3. Set the scope

   Field	Required	Description
   All buildings	No	Grants access to every building, including ones added later.
   Buildings	No	The specific buildings this person can see, when not granted all.
   Areas	No	Grants access by area instead of building by building.
   Team leader	No	Marks the person as leading a team, for task routing.

4. Set task routing

   Field	Required	Description
   All buildings for tasks	No	Receives tasks from every building.
   Task buildings	No	Limits which buildings' tasks reach this person — can differ from their data scope.
   Automatic task assignment	No	Include this person when work is assigned automatically.

5. Confirm what they can see

   Ask them, rather than assuming. Scope mistakes are invisible from the admin side.

2. When someone leaves#

1. Deactivate the user

   Turn Active off on their last working day.

2. Reassign their open work

   Forward their tasks so nothing goes quiet. See Tasks.

3. Remove their signature block

   If they had one. See Signatures.

4. Revoke their API keys

   Any key they created carries their permissions. See API keys.

Deactivate rather than delete. Their name stays on the invoices they issued and the receipts they recorded, which is what keeps the history readable.