Your team
Change someone's role or remove them
In Settings › People, pick a new role in the person's Role column, or open their … menu and choose Remove from company. Removing someone takes away their access to every project right away. Only owners and admins can do this.
Change a role
- Open Settings › People.
- In the person's Role column, pick the new role.
- The change applies right away. Use Undo in the message if you picked the wrong one.
Remove someone
- Open Settings › People.
- Open the … menu on the person's row and choose Remove from company.
- Confirm with Remove. They lose access to every project right away, and their seat is free again.
The rules
- Owners can give any role, including Owner. Admins can give Admin, Office, Field or Viewer.
- Only an owner can change another owner, and every company needs an owner.
- You can't change your own role. Ask another admin or owner.
- To hand over ownership, the owner makes someone else an Owner. The new owner can then change the old owner's role.
- There's no button to leave a company yourself. Ask an admin to remove you.
To change an invite that hasn't been accepted, choose Invited, then change its role or Revoke it. To take someone off one project only, use its Team tab: see Add people to a project.
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Related articles
- Roles and what each one can doEveryone has one of five roles: Owner, Admin, Office, Field or Viewer. Owners, Admins and Office see every project. Field users see only the projects they're on, where they can create and update tasks, comment and upload photos. Viewers can look but can't change anything.
- How seats workA seat is anyone at your company who can sign in, whatever their role, Viewers included. Open invites count too. The Free plan covers 1 person and the Standard plan up to 10. Clients in the portal and companies in your Directory never take a seat.
- Add people to a projectOpen the project's Team tab, click Add from your company, pick the people and their job on this project, and add them. Field and Viewer people only see projects they're on, so add your superintendent and crew here.
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