Team and roles

Settings › Team and roles lists everyone who works in the console and what each role can do. Agents are on the roster, a separate list, so one person can be both staff and a agent.

The roles

• Owner: everything. A firm always has exactly one owner, and the role moves only by transferring ownership.
• Admin: everything except ownership, the plan, bank details and support access. Approves payouts only if the owner allows it.
• Dispatcher: bookings, quotes, staffing, the schedule and safety alerts; sees money totals and sets the pay rate on a booking’s places.
• Viewer: reads, and changes nothing. No live positions, pay rates, billing settings or sensitive personal details.

The full table is under Who can do what.

Invite staff

1. Select Invite staff.
2. Under Email addresses, enter one or more, separated by commas or new lines (up to 20 at a time).
3. Choose one role for all of them: Admin, Dispatcher or Viewer.
4. Select Send invites.

Each person gets an email invite that lasts 14 days. An address already on the team, already invited or repeated is skipped, and so is your own; the page says which and why. Before your firm is approved, invites are held and go out by themselves once it is.

Under Invited, not joined yet, each invite shows when it was sent and when the link expires, or that it bounced or expired. Select Send again for a fresh 14-day link, or Cancel invite. If an email bounced and the address was wrong, cancel it and invite the right one.

Change a role

1. Select the person’s name in the staff list.
2. Choose the new role and select Save role.

Lowering someone’s role signs them out; they sign in again to use the new one. Making someone a viewer first asks who takes over as dispatcher on their open bookings (see removing, below). Nobody changes their own role here, and the owner’s role changes only by transferring ownership.

Sign someone out, or reset their authenticator

For a lost or stolen phone, open the person and, under Sign-in:

• Sign out everywhere ends every session they have at once.
• Reset authenticator turns their authenticator app off. They set up a new one at their next sign-in if one is required; otherwise they sign in with an email code alone until they add one. They’re emailed when it’s reset.

The owner resets their own from Settings › Your authenticator (Signing in).

Require an authenticator app

Under Second sign-in step, the owner selects Require an authenticator app. Everyone on the staff without one then sets one up at their next sign-in, and new members set one up when they accept their invite. Select Stop requiring it to make it optional again.

Remove someone

1. Open the person and select Remove with their name.
2. If they’re the dispatcher on open bookings, choose who takes over: the owner, an admin or another dispatcher. It defaults to you.
3. Select Remove, or Keep them to stop.

Their console access ends within a minute, on every device, and what they did stays in the history. They’re also taken off the on-call list. If they’re also a agent, they stay on the roster with their shifts and pay. You can invite them again later.

If removing someone leaves on-call hours with nobody, a warning names those hours on this page and on Today until they’re covered. Select Set who’s on call to fix it.

Transfer ownership

Only the owner can do this, and only to an admin.

1. Under Ownership, choose the admin in Offer ownership to and select Transfer ownership.
2. Confirm with Offer ownership, or select Not now.

The admin has 7 days to accept or decline it from their Today. While the offer waits, you can Cancel the offer, and that admin can’t be lowered or removed. Once they accept, they’re the owner and you become an admin; you can’t take it back unless they offer it to you.

When changes are paused

While your account is on hold, nothing on this page changes, except accepting an ownership offer.

Who can do what

The owner and admins manage the team; dispatchers and viewers don’t see this page. Admins can invite, change and remove other admins.

What each role may do

Area	Owner	Admin	Dispatcher	Viewer
Firm settings and team	Changes	Changes	No	No
Ownership, the plan and support access	Changes	No	No	No