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admin guide

Users and roles

Invite users, assign roles, revoke access, and understand how the tenant-owner / tenant-admin / tenant-user / viewer tiers compose.

8 min read · 3 sections

The four built-in roles

RoleWhat they can doTypical use
tenant-ownerEverything — billing, settings, Composer, records, exports, delete tenant.Exactly one per tenant, usually the buyer.
tenant-adminManage users, install modules, edit Composer, create records, view audit log. Cannot change billing or delete the tenant.2–5 per tenant (safety manager, IT admin).
tenant-userCreate, edit, comment on records. Limited Composer read-only. No settings access.Most of your workforce.
viewerRead-only on records they are a member of. No edit. No export.Auditors, contractors, reviewers.

Module-scoped roles

Beyond tenant-wide roles, each module exposes module-scoped roles (e.g. Inspections-admin, Incidents-reviewer). A user can hold tenant-user at the tenant level and module-admin on just one module.

Module-scoped roles are authored in the Composer under the Permissions tab. See Composer → Permissions for the full model.

Inviting, revoking, and deactivating

  1. Open /settings/members and click Invite.
  2. Enter one email per line. Each row accepts an override role.
  3. Click Send — each invitee gets a branded email with a 7-day signed link.
  4. Revoke pending invites from the "Pending" tab (link becomes invalid immediately).
  5. Deactivate (not delete) active users to preserve audit-log attribution. Reactivate at any time.
Tags: users · roles · permissions · members · rbac