Customers and employees
Manage members and organisation roles
An organisation administrator manages colleagues through More → Employees. This collaboration is independent of a Business subscription.
Watch the video
Add a team member
Transcript
- Select the correct installation company if you belong to several, then open More → Employees.
- Enter the member’s name and email. Choose Electrician for execution work or Administrator for organisation management.
- Send the invitation and have the member accept it with the intended account.
- Review the member list. Change a role only when appropriate for their work; an administrator has broader powers.
Step by step
Select the correct installation company if you belong to several, then open More → Employees.
Enter the member’s name and email. Choose Electrician for execution work or Administrator for organisation management.
Send the invitation and have the member accept it with the intended account.
Review the member list. Change a role only when appropriate for their work; an administrator has broader powers.
Use Block to stop active access and Restore to make it available again. Pending invitations can be resent or revoked.
Good to know
- The last active administrator cannot be blocked or demoted.
- When administration is enabled, electricians manage their own work orders; invoices and financial settings are for administrators.