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Administration

Invite Your Team

Learn how to invite teammates, choose the right role from the standard set, see what new users experience, and offboard people while preserving their work history.

Updated September 15, 2026

Rivolq works best when your whole maintenance team is in it: technicians logging work, planners scheduling PMs, managers watching the dashboard. Inviting people is fast, but choosing the right role takes a moment.

Who can invite

You need the Admin role to invite users. If the Team menu item is not visible to you, ask whoever set up the org to invite people or adjust your access.

How to invite

  1. 01Open Team from the sidebar, or Settings, then Team.
  2. 02Click Invite member.
  3. 03Enter the email address, choose a role, and optionally add a welcome note.
  4. 04Send. The recipient gets an email with a one-click signup link valid for seven days.

You can resend or revoke an invitation from the same page. When someone accepts, they set a password, enable MFA if your org requires it, accept terms, and go straight to the dashboard with the product tour ready; they do not see your org's setup wizard.

Roles

  • Admin: full system access, including settings, users, billing, and security. Reserve for facilities managers, ops leads, and IT admins.
  • Supervisor / Planner: plans and closes work, manages assets and PMs, sees costs, and can approve operational work.
  • Technician: executes assigned work, updates work orders, scans assets, creates requests, and works without financial visibility.
  • Inventory Manager: manages parts, stock, purchasing, receiving, and inventory cost context.
  • Viewer: read-only, for executives, finance, or external stakeholders.
  • Requester: submits and tracks their own maintenance requests only.
  • Contractor: external assigned-work access with needed asset context, but no costs or inventory.

Create custom roles under Settings, then Roles for finer-grained access. See roles and permissions.

Tips

  • Invite in batches so you can brief everyone at the same time.
  • Set MFA enforcement under Security before inviting, so every new user enrolls on first login. See multi-factor authentication.
  • Do not invite shared accounts. A shop@company.com login kills your audit trail; each technician needs their own login.

Removing or deactivating

If someone leaves, deactivate rather than delete. Deactivation revokes their session immediately, preserves their work orders, comments, and audit entries, and keeps reports accurate. Deletion is reserved for accounts created by mistake. Use Settings, then Team, then Deactivate. Technicians are the billing unit, so review billing and plans when the roster changes.

Still need help?

Reach out for broken behavior, account-specific help, or billing questions.

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