Inviting and managing team members

The Team page manages everyone who signs in to the portal.

Inviting someone#

1. Choose Invite user and enter their name, email, phone (optional), and role — see Understanding user roles and permissions.
2. Optionally restrict them to specific locations — see Per-user location access.
3. They receive an email link to set their own password. If it goes missing, Resend invitation is on their row (rate-limited to prevent accidents).

Managing over time#

• Change a user's role any time; it applies on their next page load.
• Deactivate someone who leaves — their history and past actions remain attributed to them, but their access ends immediately. Reactivate later if they return.
• Search by name or email; filter by status.

Guardrails that protect you#

• The last active Account Owner can never be deactivated or demoted — an account cannot orphan itself.
• You cannot deactivate yourself — no accidental self-lockout.