Propvora

Supplier guides

Team and permissions

Invite engineers and office staff, give each the right role and check capacity. Available on Team plans and above.

Updated
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Team is included on the Team plan (3 seats) and Agency plan (10 seats), with extra seats available. Each person signs in with their own account and only sees what their role allows: for example an engineer only finds the jobs assigned to them, and roles without finance access see no invoices.

The Team page with Members, the invitation email and role fields, Send invitation and Permissions highlighted (opens the full-size screenshot)
Team in the CoolAir HVAC demo workspace.
  1. Members: everyone on the team with their role and status. Capacity shows today's workload.
  2. Under Invite team member, enter their Email address.
  3. Choose a Role, for example Admin, Engineer, Finance or Manager / Dispatcher.
  4. Choose Send invitation. They get an email to join.
  5. Permissions: what each role can see and do.

Seat usage, Skills coverage and Role distribution help you see gaps before you take on more work.

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