Teams & Roles

Teams group people. Roles control permissions.

Default roles

• Owner: full access
• Manager: day-to-day management access
• Supervisor: oversight and approvals
• Member: normal working access
• Guest: limited access

Inviting members

1. Go to Teams → Invite Member
2. Enter email, role, and team
3. Send invite

Custom roles

1. Open Role Management
2. Create a role name
3. Turn permissions on/off
4. Assign the role to members

Roles in use cannot be deleted until members are reassigned.

Teams within the org

Create teams (for example: Field Crew, Admin) to organize people and tasks.

Permission tips

• Start from Member or Manager, then add only what is needed
• Keep POS permissions limited to the right people
• Test new roles before using them for everyone