Users and roles
Invite people to sign in to Fylder, and choose what each of them can see and change.
Settings → Users & logins lists everyone who can sign in to your company, and the invitations you've sent. Only owners and admins can invite people or change roles.
Roles
| Role | Can |
|---|---|
| Owner | Everything, including billing and deleting the company. Whoever creates the company is its owner. |
| Admin | Everything to do with work, settings and the team. |
| Member | Manage clients, requests, quotes, jobs, invoices, payments and projects, and log materials. Can't change settings, the catalog, stock levels or the team. |
| Viewer | Read-only access to everything except hourly rates. |
The full list is in Roles and permissions.
Which role for crew?
Most field crew should be members: they can see their schedule, complete jobs and log materials. Use viewer for someone like a bookkeeper who only needs to look.
Invite someone
Go to Settings → Users & logins.
Under Invite a team member, enter their email and choose Admin, Member or Viewer.
Send the invitation. They get an email with a link to join. See Join a team you've been invited to.
You can also invite someone straight from the Organization directory: select Invite to Fylder next to a person who has an email address.
Pending invitations
Invitations that haven't been accepted yet are listed with their role and expiry date. Select Copy link to send the invitation link another way, such as by text message.
Change someone's role
Choose a new role next to their name. You can't change your own role, or an owner's.
Remove someone
Select Remove next to their name. They can no longer sign in to your company. Their past work (jobs, notes, history) stays.
Removing a login doesn't remove the person from your Organization directory, and the other way round.