Team and members
Invite teammates, set roles and job functions, and manage pending invitations.
Reviewed AdminVertiqa 1.54+
The team settings page is where you manage who is in your Vertiqa organization. Two tabs:
- Members — current users with their assigned role.
- Pending — invitations sent but not yet accepted.
Common tasks
- Invite a member — open the invite dialog, enter their email and role, and optionally a Vertical role (optional) — their job function, e.g. "Technician", "Dispatcher", "Sales". Send.
- Change a member's role — pick from the role dropdown next to their name. Roles map to permissions; see permissions.
- Set a member's job function — open the member's "⋯" menu and choose Edit vertical role. This free-form label is not an access role — it personalizes their dashboard, choosing which role view (Executive / Sales / Delivery / My Work) they open on.
- Remove a member — they immediately lose access; their data stays. Reassign their records first using transfers if needed.
- Manage pending invites — copy the invite link, resend the email, or cancel.
Tips
- Invite at the role you'd ideally want them at. If you're unsure, start lower; it's easier to grant later than to claw back.
- Cancel stale pending invites. They're a security tail — anyone with the link can join.
- Role vs. job function: the role controls what someone can do (permissions); the vertical role only describes what they do and tailors their dashboard. Changing the job function never grants or removes access.