Members & roles
On this page
Open Members under Admin in the organization sidebar to manage people, invitations, and roles. Expand Members to find Teams, where you manage groups of people.
Members and roles
The Members grid shows each person's projects, teams, status, and organization role. Choose Add member to invite someone, or use a person's row menu to manage their membership.
Three roles control what people can do:
| Role | Permissions |
|---|---|
| Admin | Full rights, including IT administration. |
| Manager | Create new projects and upload core documents to those projects. Create and edit checklists and their templates. Full facilities management: assets, locations, systems, products, companies, warranties, procedures, maintenance plans, the parts catalog, and work-order assignment and deletion. |
| Member | See all documents within a project; upload submittals for review; run a project's checklists. Execute maintenance work: create and complete work orders, fill checklists, comment, log meter readings, and issue or restock spare parts. |
Note: every role can engage with the Q&A agent and any other agents enabled for them.
A member's role can also be overridden on a project's Members page. For example, you can make a Member a Manager on one project. The project-level role takes precedence within that project.
Teams
A team is a named group of people, such as your design coordination or field operations group. Managers and Admins can create and manage teams.
- Expand Members in the organization sidebar and choose Teams.
- Click New, name the team, and select its members.
- Choose any projects the team should join, then click Create team.
You can also assign a team when creating a project, or from an existing project's Members → Teams page. Everyone on the team joins the project. When someone joins or leaves the team, their membership in the team's projects updates automatically.
Teams don't change anyone's role: people keep their org role unless you set a project role for them on the project's Members page. Someone added to a project themselves stays on it if their team is removed, and so does anyone with a project role.