Inviting people & roles

You control who can work on what. There are two layers: team members (people on a team) and assignment access (people invited to one specific claim).

Invite to an assignment

1. Open the assignment → Access.
2. Invite by email or phone number.
3. Choose a role:
   • Collaborator — can capture and edit on this assignment.
   • Observer — can view only.
4. Send. They get an email/SMS link; signing in with that identifier drops them straight onto the assignment.

TIP

Invite by whichever identifier the person actually checks. A field tech might prefer phone/SMS; an adjuster following along might prefer email.

Manage team members

Under a team → Members, add people to the team and set their role (team admin / member). Members can be assigned across the team's assignments, whereas assignment invites grant access to just one.

Revoke access

Revoke an invitation or remove a member anytime from the same screens. Access ends immediately, and the change is written to the audit log.

IMPORTANT

Revoking assignment access doesn't delete anything already captured — it simply ends that person's ability to see or change the assignment going forward.

Roles at a glance

Role	Scope	Capture/edit	Manage schema & assignments	Invite others
Org admin	Whole org
Business-unit admin	A business unit
Team admin	A team
Member	A team		—	—
Collaborator	One assignment		—	—
Observer	One assignment	view only	—	—

Full details and exact permissions: Roles & permissions.

Next: Capture settings.