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.