Team Access controls Business membership. A Team profile, Customer contact and login are separate records.
1. Review members and invitations
Open Business Settings, Team Access, then Members. Review the current members and pending invitations. Use the invite action to add access, checking the email, role, Sites and any licence charge before confirming.
Check for an existing membership or invitation before adding another login for the same person.
2. Review the role
Open Roles and inspect the relevant permissions. Use its editing or copying controls when your own access permits. Review what the role allows before saving.
The Owner is protected. Other roles can be customised, so the name alone does not describe every permission in that Business.
3. Check Site and record access
Use the member’s Site-access controls when they need access to specific locations. A person may need access to every Site linked to a record.
Being assigned to a Visit or receiving a link does not automatically reveal every related Project record or financial value. Use the appropriate access controls instead of removing correct Site links.
4. Check the result
The member list shows the resulting access. Access history records significant changes and their actor. Removing a login does not remove the person’s delivery history.
If an invitation needs attention
Check the invited email and the account used to accept it. Use the existing invitation’s resend or cancellation action. If payment is holding the invitation, resolve that attempt rather than creating another profile or invitation.