Users

1. Invite someone#

1. Open the form

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

2. Fill in the identity

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

3. Set the scope

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

4. Set task routing

   項目	必須	説明
   All buildings for tasks	任意	Receives tasks from every building.
   Task buildings	任意	Limits which buildings' tasks reach this person — can differ from their data scope.
   Automatic task assignment	任意	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.