Invite your team: logins, roles and permissions

Invite someone

1. 1

   Under Invite a team user, enter their email and pick a role.

   Owners can invite admins, members or site supervisors; admins can invite members and site supervisors. Valid subaddresses (for example, [email protected]) are supported. If an address is incomplete or malformed, the Team page keeps your entries and explains what to correct.

2. 2

   Click Invite.

3. 3

   They get a join link — or copy the Share link from the pending invitation and send it yourself.

   Owners can cancel any pending invitation. Admins can cancel member or site supervisor invitations, but not an invitation for another admin. Cancelling from the mobile app behaves the same as on the web.

4. 4

   If the app says the invitation was already accepted

   The person joined just before you cancelled, so they are now a team member rather than a pending invitation. Owners can remove the member from the Team page instead; admins should ask the account owner. Cancelling again after a dropped connection simply confirms the invitation is gone — it does not fail.

Manage roles

Creating projects is the dividing line between member and admin. A member can open, read and work inside the jobs you already have, but the New Project button is replaced by View all projects on their Dashboard, and starting a job from our website is refused the same way. Site supervisors cannot start jobs either — they never see a Dashboard. If someone needs to set jobs up themselves, make them an admin — see Create a project.

Owners can switch a person between member, site supervisor and admin, or Remove them, from the same page. A failed payment doesn't stop this: your plan keeps working while we retry the payment. Only if the subscription later ends unpaid does the account move to Starter and become read-only — then role changes, new site assignments and removing members pause until Business or Site Control is restored under Settings → Billing. The owner's own row is fixed — ownership doesn't transfer here.

Delegation tip: a member can be given per-project site-access duties without making them an admin — see delegated site access managers. Removing someone from the team also ends those site access manager assignments; if you invite them back, an owner or admin assigns them again from the project's Access tab.

The site supervisor role (field-only)

A site supervisor sees only Projects and Help Centre in the sidebar. Picking a site opens it straight on Site Diary, and inside a project they get exactly five tabs: Site Diary, Inspections, Incidents and Photos — with field write access to each — plus Crew, which is read-only apart from Reset PIN. Permanent incident deletion remains owner/admin-only because incident records may be RIDDOR evidence. They see only the projects you assign them: on the Team page, open Sites under their row and pick the saved sites (or single projects) they cover. A site assignment includes every job at that site, including ones created later. Until you assign something, their project list is empty.

In the native mobile app, the same login gets an assignment-only site picker and the four field areas: Site Diary, Inspections, Incidents and Photos. The native picker contains only the site name, address and status; documents, contacts, safety setup, workers and account settings are not downloaded. Use the responsive web app when the supervisor needs the restricted Crew / Reset PIN action.

They cannot open documents, workers, subcontractors, the Team page, settings or billing — those pages simply send them back to their project list. They also cannot be picked as a document approver.

Use it for a foreman or working supervisor who keeps the daily site record but should not see the rest of your account.