How do I invite my team and choose the right role?

Send an invitation

1. Go to Settings → Members → Invite.
2. Enter the work email address.
3. Choose a role.
4. Send.

Invitations expire after 7 days and can be resent or revoked from the same screen.

Which role?

Quick summary:

• Owner — everything, including billing and workspace deletion.
• Admin — everything except billing and deletion.
• Operations — bookings, tours, availability, dispatch, CRM. No settings.
• Guide — only their assigned departures, manifests, and check-in.
• Read-only — view records and reports, change nothing.

Grant the least privilege that lets someone do their job. Promoting later is easy; undoing an accidental settings change is not.

Do guides need a seat?

Only if they log in. A guide who receives manifests another way can exist as a workforce record without an account, and does not consume a seat.

Changing someone's role

Open the member list and change the role. It takes effect on their next request — no sign-out needed.

Removing someone

1. Remove them from Settings → Members. Access ends immediately and their sessions are invalidated.
2. Reassign their open tasks and any upcoming departures where they were the assigned guide or driver.

Their historical records — bookings created, notes written, check-ins performed — remain attributed for audit integrity. Removing a member never deletes operational records.

Transferring ownership

Promote the incoming owner, confirm they can reach billing, then demote or remove the outgoing owner. A workspace can never be left without an owner.

Related

• Users & Teams · Permissions