Manage users, invitations, roles, and access

What you will accomplish

You will invite a teammate and safely control their role, rooftop access, and aspects.

Who can do this

Owners and Admins can open Users. An Admin cannot grant Owner or change/remove an Owner.

Before you start

Confirm the person's email, required role, rooftops, and aspects—the configured portions of track access they need. Use least access necessary.

Invite a teammate

1. Open the account menu.
2. Select Config.
3. Select Users.
4. Under Invite a teammate, enter the email address.
5. Select Role.
6. For Admin or Member, select the required Rooftops and Aspects. Empty selections mean all access for that category.
7. Select the invite action.
8. Confirm the invitation appears in the pending list.

Owners receive workspace-wide access; scoped rooftop and aspect controls do not apply to that role.

Change or remove access

1. Find the teammate in the user list.
2. Change Role, Rooftops, or Aspects.
3. Confirm each saved state.
4. To revoke workspace access, select Remove.
5. Read the confirmation and select Remove again.

Removal revokes access and cannot be undone; the person must be invited again if access is later required.

Expected result: pending invitations appear in the invitation list, while saved member changes are reflected in that person's role and access summary.

Troubleshooting and recovery

• You cannot select Owner: only an Owner can grant Owner.
• An Admin cannot edit a user: Admins cannot modify Owners.
• The invitation is not received: verify the address and pending status, then ask the recipient to check their sign-in method and mail filtering.
• A user sees too much or too little: review both rooftop and aspect selections.

Related articles

• Understand access, scope, roles, and locked features
• Manage rooftops, locations, units, teams, or domains