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Open Team & Access. Member administration depends on your role.

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Invite a member

Check existing members first. Invite the person using their own email and the right role. Ask them to finish account setup, sign in and confirm their menus and records. Check active status and phone allocation when needed. The on-screen permissions apply; access to a page does not necessarily allow every change.

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Prepare the person for work

Sales reps complete availability setup. Managers set service areas, booking eligibility and minimum buffers. For technicians, finish the invitation, link their Technician user to the installer record and assign the installer to a field visit. See Job portal. For calling, confirm setup, active communications billing and a ready browser phone. A number allocation alone is not enough.

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Selling access

Administrator, Operations, Developer and Finance roles cover every selling brand. Other roles use explicit grants in Selling permissions. Brand access does not widen customer or project visibility. See Selling brands.
Profiles separate Overview, Personal, Employment and Compensation. People administrators also have Admin management. Compensation is private to the member and authorised people administrators. Edit compensation records salary, commission or both, effective dates and the configured rule. Leave inapplicable amounts blank rather than entering zero.
Before someone leaves, reassign their customers and open work explicitly, then review access and phone allocation.