Set roles and teams

On the “Members” screen you change a person's role, create teams and assign people, and remove someone who has left. The three roles — “Admin”, “Manager”, “Member” — change what a person sees and can do.

1. Change a role

Switch roles with the selector on each row.

1. Open “Manage” and select “Members & invites” for the “Members” screen.
2. On that person's row, choose “Admin”, “Manager” or “Member” in the selector.
3. You are done when “Role updated” appears. If you picked wrong, select “Undo” in that message.

Tip: Only an admin can raise someone to “Admin”, and a manager cannot change an existing admin's role. You cannot change your own role, so ask another admin to hand over.

2. Create a team and assign people

A team is the scope a manager reads and the filter unit for the feed and submissions.

1. In “Teams” on the “Members” screen, type a name in “New team name (e.g. Crew 2)” and select “Create”.
2. When “Team created” appears, select “Edit team assignment” for the person you want to assign.
3. Check the teams to assign. One person can belong to several.
4. You are done when “Team assignment updated” appears.

3. Remove someone who has left

Caution: A removed person can no longer see this company's data, even signed in. Their submitted reports and comments are kept. The billed seat count changes from the next invoice.

1. On the “Members” screen, select “Remove” on that person's row.
2. Check the name in the confirmation and continue.
3. You are done when the person disappears from the list.

If it does not work

• You cannot change a role to “Member”? — If “The last manager/admin cannot be changed to a member” appears, only one person is on the management side. Make someone else a “Manager” or an “Admin” first.
• Someone you invited cannot join? — The invite link has expired or hit its usage limit. See The invite link does not work.

FAQ

• What can a manager see? — Only reports of the teams they belong to. An admin sees every team.
• Can one person be in several teams? — Yes. Check every team needed in “Edit team assignment”.
• Are a removed person's reports deleted? — No. Reports and comments stay as company records.

Read next

• Invite members with an invite link or a CSV — how to bring in new members.
• Roles and how to read each screen — what changes per role.