Invite Your Team and Manage Access

Do not invite everyone with the same access. Group people into practical roles: field technicians, supervisors or facility leaders, administrators, and read-only stakeholders.

Before you invite

Decide who can create or close work, edit PM schedules, edit assets, change plan or billing settings, and who needs reporting only. Match access to the work each person actually performs. Technicians usually need to see assigned work, update statuses, add notes, scan assets, and close work. Supervisors need broader visibility across teams, PMs, assets, alerts, and dashboards. Limit admin access to people trusted to change users, billing, and security.

Invite sequence

1. 01Confirm the facility and first assets exist.
2. 02Decide who needs admin, supervisor, technician, or viewer access.
3. 03Invite one small group first and verify they can complete their first task.
4. 04Invite the rest after the pattern is proven.
5. 05Review open invitations and resend or revoke anything stale.

Good habits

Give the least access needed, avoid shared accounts, and review access whenever someone joins, changes jobs, or leaves. Deactivate users to preserve history while blocking access rather than leaving old permissions in place.