Overview
When inviting an employee you set their role. This determines which modules and data they can see and edit. Roles can be changed afterwards.
The role system is available from the Professional plan. On the Starter plan, everyone works as Admin.
Setting a role when inviting
- Go to Employees → Invite
- Enter email address and name
- Choose the Role: Admin, Master, Office or Journeyman
- Click Send invitation
The invited employee receives an email and can register. The role takes effect immediately.
Changing a role afterwards
- Go to Employees → click on the employee
- In the Role section, select the new role from the dropdown
- The change takes effect immediately – the employee sees the updated menu on their next page load
Only admins can change roles. If you're not an admin, contact your company's admin.
Which role for whom?
- Admin → Business owner, managing director
- Master → Site manager, project manager with on-site responsibility
- Office → Office staff, accounting, assistant
- Journeyman → Skilled worker, apprentice, helper on-site