Invite your team

In the sidebar, open Admin → Team. Click Invite member, enter an email address, and pick a role. The invite is sent immediately, and when they accept and sign in, they're in.

Choosing a role

Alpha ships with six roles. Pick the narrowest one that fits; you can change it later.

• Owner: full control. The only role that can delete the org or demote and remove other owners. Reserved for the people you trust with the entire account.
• Admin: manages members, integrations, and most org settings, and can view billing and usage. Can see and edit every customer, project, and item; can't delete the org or demote an owner.
• Project manager: runs the day-to-day. Creates and edits projects and their line items, picking customers and locations from inside each one. Can't manage those catalogs, members, or integrations.
• Technician: field crew. Sees their own assignments ("My work"), checks in to sites, and updates their own tasks. Can't see the full org pipeline.
• Accountant: finance-side access. Reads customers, projects, items, and integrations across the org so they can be reconciled against external systems. Can't edit anything.
• Read only: sees everything they're allowed to, edits nothing. Useful for stakeholders who just need visibility.