People, roles and permissions
Who can do what, and why.
- Members and seatsInviting one person or a whole list, resending an invite, and deactivating someone — what happens to their access and their seat.
- The eight roles, and what each can doOwner, org-admin, manager, coordinator, finance, viewer, surveyor and operative — the real capability set behind each one.
- Granular permissionsThe 11 modules by 4 levels behind every role, per-person overrides, and what actually gets enforced on the server.
- OperativesQuick-adding a field operative with no sign-in required, activating an app account when they need one, and what an operative can open.
- Seats: what is billed and what is freeSurveyor seats are licensed per plan; office roles are free within a bundle; viewers and operatives are always free — the exact numbers by plan.