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Administrators manage facility access from Settings → Team.

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Send an invitation

1

Open Team

Go to Settings → Team (or Team invitations).
2

Enter email and role

Choose Staff or Manager. Only Administrators can invite; Managers cannot invite without admin rights.
3

Share the link

Copy the invite link or rely on the email notification. Invitations expire in 7 days.
See Accept a team invitation for the invitee experience.

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Remove a user

Removing someone from this facility only deactivates their membership here. If they belong to other facilities, those memberships are unaffected.
You cannot remove yourself. To leave as the last Administrator, first transfer admin role through the handoff workflow.

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Handoff and offboarding

When an Administrator or key staff member leaves:
  1. Promote a successor to Administrator if needed
  2. Run the handoff wizard to reassign open tasks and service orders
  3. Deactivate the departing user’s membership
The handoff records what was transferred for audit purposes.

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Block or reactivate

Administrators can block sign-in for a user at this facility without deleting historical records.