Appearance
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.