Choose roles
Set each teammate's access.
Every active member can do daily work: schedule jobs, manage clients, prepare reports, and create and send client invoices.
Roles add access. A person can have more than one.
| Role | Added access |
|---|---|
| Member | Daily work with no added roles. |
| Inspector | New inspection assignments, calendar blocks for yourself, and the inspection app. |
| Billing manager | Company Payments reports, payment settings, Noma billing, and company report release defaults. |
| Admin | Billing manager access, company settings, team management, and calendar blocks for any inspector. |
Admin does not include Inspector. Choose both for managers who also inspect.
Change roles
An Admin opens People → Team, selects a member, and selects Change beside Roles in Overview. Choose the roles, then select Save roles.
Member clears added roles. Admin includes billing powers and removes the separate Billing manager choice.
Keep an Admin
The last active Admin cannot be removed or lose Admin access. Make another member an Admin first.
Removing Inspector stops new assignments but keeps saved assignments and history. Roles apply separately in each company.
Invitations and settings
Everyone can invite Members and Inspectors. Billing managers can also invite Billing managers. Only Admins can invite Admins.
Members can read settings. Editing company settings needs Admin; editing payments or Noma billing needs Admin or Billing manager.