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For: Admin, Owner
Last reviewed: 2026-05-01

1. Owner

Full control of the organization.

  • Delete the organization.
  • Transfer ownership.
  • Everything an Admin can do.

Note

There is exactly one Owner per organization. Plan transfer of ownership before anyone with the Owner role leaves the company.

2. Admin

Day-to-day administration.

  • Invite and remove members.
  • Create teams.
  • Manage organization settings and integrations (including QuickBooks).
  • Cannot delete the organization or change the Owner.

3. Member

Baseline staff account.

  • Joins one or more teams as Manager, Technician, Requestor, or Viewer.
  • Cannot see equipment until added to a team.
  • No organization-wide administrative access.

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