Users

1. Invite someone#

1. Open the form

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

2. Fill in the identity

   Champ	Obligatoire	Description
   Name	Oui
   Phone	Oui	Must be a valid phone number.
   Role	Oui	Which permission set applies. See Roles.
   Email	Non	Where the invitation is sent.
   Position	Non	Job title.
   Department	Non
   Reference code	Non	Staff number, if you use one.
   Active	Non	Turn off to revoke access without deleting history.

3. Set the scope

   Champ	Obligatoire	Description
   All buildings	Non	Grants access to every building, including ones added later.
   Buildings	Non	The specific buildings this person can see, when not granted all.
   Areas	Non	Grants access by area instead of building by building.
   Team leader	Non	Marks the person as leading a team, for task routing.

4. Set task routing

   Champ	Obligatoire	Description
   All buildings for tasks	Non	Receives tasks from every building.
   Task buildings	Non	Limits which buildings' tasks reach this person — can differ from their data scope.
   Automatic task assignment	Non	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.