Team Management

Team management allows you to collaborate with colleagues by inviting them to your organization. Each member gets their own account with personalized settings.

Accessing Team Settings

1. Click organization name (top left)
2. Select "Organization settings"
3. Click "Members" tab

Member Roles

Owner

The organization creator or transferred owner:

• Full access to all features
• Manage billing and subscription
• Delete organization
• Transfer ownership
• One owner per organization

Admin

Elevated privileges:

• Invite and remove members
• Change member roles
• Modify organization settings
• Cannot delete organization
• Cannot manage billing

Member

Standard access:

• Use all permit tracking features
• Configure personal settings
• Cannot change org settings
• Cannot manage other members

Inviting Members

Send Invitation

1. Click "Invite member" button
2. Enter email address
3. Select role (Admin or Member)
4. Click "Send Invitation"

Invitation Process

1. Recipient receives email invitation
2. They click link to accept
3. Create account (if new to Plotwise)
4. Automatically joined to organization

Pending Invitations

View and manage pending invitations:

• See who hasn't accepted yet
• Resend invitation if needed
• Cancel invitation if mistaken

Managing Members

View Members

The member list shows:

• Name and email
• Role
• Join date
• Last active

Change Role

1. Find member in list
2. Click role dropdown
3. Select new role
4. Confirm change

Remove Member

1. Find member in list
2. Click "Remove" button
3. Confirm removal

What happens when removed:

• Immediate loss of access
• Personal settings preserved (if they rejoin)
• Their activity history preserved
• No notification sent automatically

Seat Management

Some plans have seat limits:

Viewing Seat Usage

Members page shows:

• Current members count
• Seat limit (if applicable)
• Available seats

Upgrading Seats

If at capacity:

1. Go to Billing settings
2. Upgrade plan or add seats
3. Return to invite members

Member Settings

What Members Control

Each member manages their own:

• Profile (name, avatar)
• Password and security
• Notification preferences
• Theme preference

What Admins Control

Admins manage shared settings:

• Organization details
• Portfolio/Radar conditions
• Other organization-wide settings

Collaboration Best Practices

Role Assignment

• Owner: Business owner or primary account holder
• Admin: Team leads, office managers
• Member: Field staff, project managers

Onboarding New Members

1. Send invitation with context
2. Share relevant documentation
3. Assign initial permits to watch
4. Set up appropriate notifications

Offboarding Members

1. Remove from organization
2. Reassign their watched permits
3. Update shared notes/tasks
4. Archive if they may return

Bulk Operations

Invite Multiple

Send multiple invitations:

1. Click "Invite members"
2. Enter emails (one per line or comma-separated)
3. Select default role
4. Send all invitations

Export Member List

Download member information:

1. Click "Export"
2. Download CSV
3. Use for reporting or records

Troubleshooting

Related Documentation

• Organization Settings Overview
• Billing & Subscription
• Account Settings