Learn how to invite and manage your team and permissions and take full control over who is on your team, their role, and what changes they can make in your Roofr account.
How to manage Team Permissions
- Invite Team Member
💡 By default, only team owners or managers can Invite, remove, or manage roles. The email used for the invite will be the one associated with the invitee’s account.
- Navigate to Settings → Team
- Click Invite team members
- Enter the email of the person you wish to invite
- Select a role
- Click Send invite
💡 If the invitee already has a Roofr account, their existing workspace remains accessible. New users will be prompted to create an account before joining
💡 To switch between team dashboards, use the dropdown in the top left corner of your dashboard
- Manage Permissions
- In the Manage roles tab:
- Click the …Options Menu then, Edit permissions
💡 Roles come with default granular permissions. Some features are locked and cannot be turned off.
-
Toggle on or off permissions for the role
- Changes will apply to all users associated with that role
- Click Save changes
- Click Reset all to Defaults to undo all changes
💡 Click the … Action Menu on the team member listing ****to update role, cancel invite or remove the member
📧 A confirmation email will be sent to both the owner and applicable member when:
- sent invitation
- permission change
- role change
- canceled invite
- removal of team member