Team and permissions
For factory owners and admins - add colleagues, choose which pages they can open, control their emails, and manage sign-in.
The Team page is where your factory's owner and admins add colleagues and decide what each person can see and do. Each person should have their own login, so the portal knows who did what.
Where: sidebar → Team. Only your factory's Owner and Admins see this page.
#Roles
| Role | What they can do |
|---|---|
| Owner | Always has every page and manages the team. Cannot be restricted or disabled. |
| Admin | Every page. Can add people and change their access. |
| Member | Only the pages ticked for them. |
| Access not set | Their access was never set. They have every older page, but not Calendar or Capacity. |
When you save the record of someone with Access not set, they get exactly the pages that are ticked.
#Adding a person
- Press Add a person, or use the top bar: + New → Add a colleague.
- Enter their Name and Email. Their email is their sign-in, and it cannot be changed later.
- Tick Email them an invite now to send a one-time link to set their password. Or send it later with Send invite.
- Choose Admin, or tick their pages under Access.
- Press Add person.
The invite link is valid for 7 days.
#A person's record
Click a person, or use ⋯ → Edit. You can set:
- Role and Access — the pages they can open: Dashboard, To get done, Messages, Purchase orders, Products, Customers, Freight, Approvals, Calendar, Capacity, Payments, Resources, Settings and Graveyard. Pages they cannot open are hidden from their sidebar.
- Factory emails — emails about new POs, approvals and other factory notifications.
- Message reminders — an email when the company replies on a PO.
- Portal access — switch this off to stop them signing in.
Press Save changes.
#The row menu
- Send password link — lets them set a new password.
- Send invite
- Disable sign-in / Enable sign-in
- Remove
#Each person's status
- Active
- Invited
- Invite expired — send a new one.
- Not invited
- Disabled
- No email
You also see Last signed in or Never signed in.
Good to know
You cannot remove your own admin role or switch off your own sign-in.
#Common questions
A colleague forgot their password. ⋯ → Send password link.
A colleague's invite expired. Press Send invite again. Links last 7 days.
Someone has left the factory. Disable sign-in or Remove them.
A member cannot see a page. Tick it under Access and save.
Someone gets too many emails. Turn off Factory emails or Message reminders for them. They can also Mute a conversation in Messages.
I cannot open Team. Only the owner and admins can.