Members

Members are added to the organization through Invitations.

Members are grouped by their role in the organization.

Members are added to the organization through Invitation.

Simply clicking the invitation Icon at the top right side of the Members page, entering the email address for the new member, selecting their role within the organization and the profit center for which they will be working.

Roles:
  • Owner
  • Admin
  • Project Manager
  • Superintendent
  • Technician

The new member will receive an email with a link to accept the invitation. Once accepted, the Join Organization screen will be presented and the member will simply add their First and Last name and Submit.

  • Profit Centers