Roles and permissions
Every person in your company has a role. The role sets what they can see and do. In these articles, staff means owners, admins and attendants.
Manage people in Settings > People.
What each role can do
Section titled “What each role can do”| Role | What they can do |
|---|---|
| Owner | Everything. Only owners close the company, export everything and manage billing. |
| Admin | Everything else. That includes people, the Activity log, imports, job costs, audit approval, anomalies and devices. |
| Attendant | Daily staff work: tools, checking out to anyone, stock, jobs, audits, service and reports. No costs, people, imports or settings. |
| Field | Their own work: check tools out to and in from themselves, use stock, run audits assigned to them, report damage and look up tools. |
| Viewer | Look only. |
Invite someone
Section titled “Invite someone”- In Settings > People, go to Invite someone.
- Enter the Email address.
- Choose a Role. You can only choose roles you are allowed to give.
- Select Send invitation.
Invitations last 7 days. Select Resend to send a new link. The old link stops working. Click Revoke to cancel an invitation.
The person must sign in or sign up with that same email address. If they use a different one, they see “This invitation was sent to a different email address…”. They then select Accept invitation.
Pending invitations use a seat. You can send 50 invitations per company each day. After that you see “You have reached today’s invitation limit. Try again tomorrow.”
Change a role
Section titled “Change a role”In Members, change the Role for {name} dropdown. Only owners can give or take away the Owner role. Admins can invite, change and disable everyone else, including other admins. Admins cannot demote or disable an owner.
Disable someone
Section titled “Disable someone”Select Disable. The person loses access until you select Enable. Nobody can disable themselves. People are not deleted.
A company needs at least one owner. If you try to remove the last one, you see “A company needs at least one owner. Make someone else an owner first.”
Owner, admin and attendant roles use an admin seat. The field role uses a field seat. Viewers don’t use a seat. Pending invitations hold a seat too.
If your plan has no seats left, you see a message about the seat limit. Choose another role, or upgrade to add more. See billing and plans.
Two-factor sign-in
Section titled “Two-factor sign-in”Your company can require two-factor sign-in for owners and admins. Turn it on under Security in Settings > Company.
Hand over ownership
Section titled “Hand over ownership”QuipTrak has no ownership transfer step. To hand over, make the new person an Owner.