Managing Your Team

This guide covers adding users, setting permissions, and organizing your team across locations.

Adding Users

Only Admins can add new users to the organization.

Go to Settings > Team on the web portal
Click Add User
Enter their email address
Assign their role (Associate, Manager, or Admin)
Assign their location(s)

The user will receive an invitation email. They can then log in on both the mobile app and (if they're a Manager or Admin) the web portal.

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Email deliverability tip: Invite emails sometimes land in spam folders, especially for younger staff using personal email accounts. If someone says they didn't get their invite, have them check spam first. This is the most common support request.

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Roles Recap

Role	Mobile App	Web Portal	Key Capabilities
Associate	Yes	No	Run lists, create tickets from failed checks, log incidents
Manager	Yes	Yes	Everything above + create/edit lists, approve submissions, manage assets/tickets, view reports
Admin	Yes	Yes	Everything above + add/remove users, add locations, manage billing

Location-Level Permissions

For organizations with multiple locations, you can set permissions at the location level. This means someone can be a:

Manager at Location A (full edit/approve access)
Associate at Location B (view and run lists only)

This is useful for:

Regional managers who oversee one location but have visibility into others
Staff who float between parks but have different responsibilities at each