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Invite teammates and set their roles

Admins invite teammates by email from the Team page and pick a role. Invites expire after 7 days.

The four roles

  • Production Team: batch pages, packaged inventory and the stage pipeline. Can create and package batches, log CCP monitoring checks, acknowledge missed checks, and log instrument accuracy checks. Can view CCPs, instruments and calibration records, but cannot open reports.
  • Member: day-to-day work across the account, including HACCP reports, recall traces, and documents. Cannot change settings or export data.
  • Admin: everything a member can do, plus team management, account settings, CCP setup, calibration records, costing, exports, and billing. Cannot manage owners.
  • Owner: everything. Only owners can promote, change, or remove other owners. Every account must keep at least one owner.

The Role permissions card on the Team page sums this up. If someone opens a page their role cannot reach, the Access denied page says why: either the action needs a higher role, or their role can only reach part of the app, with a list of the areas they can open.

Send an invite (admin or owner)

  1. Open Team from the account menu.
  2. In the Invite teammate card, enter the email address and pick a role. You can only assign roles below your own; owners can also add owners.
  3. Click Send invitation.

The invite goes out by email and expires after 7 days. Pending invites are listed under Pending invitations. To cancel one, open the ⋯ menu on its row, choose Revoke, and confirm. Your own email must be verified before you can invite anyone. Plans have seat limits: 1 user on Free, 3 on Maker, 10 on Producer, unlimited on Scale. Accounts still on Starter or Professional keep 5 and 15. An invite that would go over the limit is refused with a message.

The invitee clicks the link, creates a login (or signs in if they already have one), and joins with the role you picked. The email they use must match the one you invited. A Production Team invitee who creates a new login must enter a first and last name, because their name goes on every CCP record they log.

Change or remove someone. In the Members list, change the role on their row and click Update, or open the ⋯ menu on their row, choose Remove, and confirm. You can only assign roles below your own, and only owners can change or remove owners. A removed member loses access immediately. You cannot remove yourself.

Team page The Team page with the Invite teammate card (Email, Role set to Member, Send invitation), the Role permissions card, and the Members list with a role dropdown, Update and Remove for each person. Ember Ridge Sauce Co. Team members and account settings Invite teammate Email [email protected] Role Member Send invitation 2 3 Role permissions Owner Invite users, Manage roles, Remove members, Manage account settings Admin Invite users, Manage roles (except owners), Remove members (except owners) Member Access account-scoped data Production Team Access batch pages and packaged inventory workflow Members User Email Role Actions maria [email protected] Production Team Update Remove
Team: invite by email and role, then change or remove people in the Members list.
One active account per person

A user can only be active in one FourFoxes account at a time. If your invitee already belongs to another account, accepting your invite deactivates their membership there. If they are the only owner of that account, they must hand off ownership before they can accept.

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