Team Screen
A guide to the Team screen, including team-member rows, business-specific role changes, invitations, and pending-invitation visibility.
Open Settings > Team when you need to see who currently has access to your selected businesses, invite someone new, adjust a role, or clear old invitations. The screen is deliberately business-aware: the same person can appear more than once if they belong to more than one selected business.
What You See On The Page
- Invite User: opens the invite popup for a new teammate.
- Team Members card: shows each member, their email address, the business shown on that row, and their role in that business.
- Pending Invitations card: only appears when there are invitations still waiting to be accepted.
How Member Rows Work
- Business badge: the swatch and business name tell you exactly which business that row belongs to.
- Role dropdown: appears on other users when you have permission to update roles. Changing it only updates the business on that row, not every business the person belongs to.
- Current user row: your own row shows the role as text instead of an editable dropdown, so you do not accidentally change your own access here.
- Vehicle dropdown: appears beside the role once the business has a vehicle, if your role can manage vehicles. Choose the van that person drives in the business on that row, or No vehicle. It saves straight away, with a message such as Alex now drives Van 2. Each person drives one van in each business, so picking another moves them off the one they had. New worksheets given to them start on that van, and jobs they mark done from the job or the Planner count towards it, unless the job is on a worksheet with a van of its own. Sold vans can't be picked. You can also choose a van's drivers on its Drivers tab in the Vehicle Popup.
- Remove button: removes that person from the business shown on the row when you confirm the action.
Pending Invitation Rows
- Email and role: shows who was invited and the primary role attached to the invitation.
- Invited and expires dates: help you see whether an invitation is still fresh or about to lapse.
- Other business badges: if one invitation covers more than one business, the row tells you that and lists the extra business-role combinations underneath.
How everyone's day is going, where people are if they share their location, who's off, each person's working days, and time off are on Work > Team rather than here. See Team Today and Team Availability.
The Team screen is the overview. Most action-specific questions are easier to answer from the focused guides below, especially when you are inviting across several businesses or deciding how a role change affects only one business row.
Related articles
- Inviting a Team Member: the full invite popup, field by field.
- Team Member Role Update Flow: explains the row-level role dropdown and what it changes.
- Pending Invitations Panel: a closer look at the invitation section of the page.
- Roles Screen: where the available role choices for a business are maintained.
- Team Availability: who's working and who's off, and booking time off.
- Creating a Worksheet: how a new worksheet starts on the van its team member drives.
- Vehicles: your vans and cars, their key dates, and who drives them.