Help centre

Team and roles

Invite people from Settings → Team. They get an email with a link to create their account.

Role Can
Owner Everything, including billing and transferring ownership
Admin Everything except changing owners
Office Manage clients, appliances and invoices, and import and void tests
Engineer Record and import tests, and add and update appliances
Client viewer See certificates and registers for the clients they're given, through the client portal

Seats

Owners, admins, office staff and engineers each use a paid seat. Client viewers are free. A pending invitation holds a seat until it's accepted, cancelled or expires.

If you've used all your seats, add more in Settings → Billing, or remove someone first.

Security

Everyone except client viewers must use two-step verification. You can see every change made to your records in Settings → Audit log.