All topics
Invite users and manage access
Invite team members, grant location access, understand roles, revoke access and deactivate accounts.
Under Users, manage who works in your organisation and which locations they can access. Permissions are checked again for every action; hiding a button is not the security boundary.
The overview
The All, Members and Invitations tabs show each person’s Locations, Status and whether they have a Planning work profile.
Invite someone
- Choose invite and enter the email address.
- Choose the role and locations.
- Send the invitation. It appears under Invitations; use Resend to send it again.
The recipient opens the email link on the device with the app and signs in.
Roles
| Role | Scope |
|---|---|
| Account owner and Account administrator | The entire account, including all organisations. |
| Organisation administrator | One organisation, including settings and users. |
| Location administrator | One or more locations, including floor plans and devices. |
| Location superuser | All operational actions at a location. |
| Location user | Daily work: counting, scanning, picking and receiving. |
| Read-only (location) | View without making changes. |
Change access
- Grant location access adds a location to someone’s workspace.
- Revoke organisation access removes someone from the organisation. The app confirms: This person will no longer be able to access this organisation’s data.
- Deactivate and Reactivate temporarily disable and re-enable an account.
- Remove from account removes the person from the entire account.
- Set work profile records a person’s tasks, locations and skills for planning.
Without the required permissions, the app shows No access and This feature is only available to administrators.