Members and roles
Invite your office and testers, choose what each can do, and record certifications.
Go to Settings → Members. Owners and office staff (Admin role) can invite and manage members.
The roles
| Role | Who it's for | What they can do |
|---|---|---|
| Owner | The company owner | Everything, including Stripe, billing, technician pay and deleting the company. |
| Admin | The office | Schedule and route, customers, filings, client accounts, analytics, settings. |
| Member | A tester | See their own stops and file tests in the field app. |
The owner alone can connect or disconnect Stripe, open Manage billing, set technician pay, and delete the company.
Tester is separate from the role. An owner or office member can be a tester too.
How to invite someone
- Under Invite member, enter their Email.
- Pick the Role: Member for a tester, Admin for the office.
- Click Invite.
They get an email with a link to join. It lasts 7 days. They sign up or sign in, then click Accept. Under Pending invitations, you can Resend invitation or Revoke invitation.
How to make someone a tester
- In Active members, turn on the Tester switch next to the person.
- Enter their Certification number and when it Expires.
- Enter their test kit and when the kit was last calibrated.
- Click Make tester.
A tester needs a current certification on file before they can be put on the schedule. The badge next to their name shows Cert. <number>, Cert expired or No cert. Testers can add these themselves, and their signature, in the field app (see Your certification and signature).
How to change a role or remove someone
- Pick a new role from the menu next to their name.
- Click ⋮ and Remove member. To leave a company yourself, click Leave organization.
Technician pay
The owner sets each tester's pay with the Pay button. See Analytics and technician pay.