Team Management

The Team page lets admins invite new members, manage roles, and remove users from the organization.

Viewing your team

The Team page shows all current members and any pending invitations. Each member entry displays:

• Name and email
• Role (Admin or Member)
• Date joined

Inviting a new member

1. Go to Team and click Invite Member.
2. Enter the person's email address.
3. Select a role:
   • Admin — Full portal access including team management, billing, and vendor configs
   • Member — Can use the iOS app and view the portal but cannot modify settings
4. Click Send Invitation.

The invitee receives an email with a link to accept the invitation. When they click the link, they are directed to create an account (or sign in if they already have one) and are automatically added to your organization.

INFO

Invitations expire after 7 days. You can cancel a pending invitation and resend a new one from the Team page.

Changing a member's role

1. Find the member on the Team page.
2. Click the role dropdown next to their name.
3. Select the new role.

Role changes take effect immediately.

Removing a member

1. Find the member on the Team page.
2. Click the Remove button.
3. Confirm the removal.

WARNING

Removing a member also deactivates all of their registered devices. They will no longer be able to use the iOS app with your organization.