Learn how to add and invite users, and how to manage their permissions.
Adding your team allows you to share project information internally, to communicate as a group, and to delegate tasks with accountability.
Control what a user can see and do by assigning them to one of three roles: Admin │ Team Member │ Field
⚠️ Admins Only: Only Admins can add users and update permissions. ⚠️
Table of Contents:
Adding users
Select Company Settings - Team Members in the left menu to manage users.
Select + Add Team Member
Required Fields: First Name │ Last name │ Email
Optional fields: Role │ Phone #
Select Save and invite.
Additional users: Adding users may incur fees in your Ressio subscription. For any subscription inquiries, please contact the Ressio support team.
User Permissions
Assign users to one of three roles to control what they can see and do across three areas: Company Settings │ Project access │ Financial visibility
| Role | Project access | Company Settings | Financials |
| Admin | All projects | Yes | Yes |
| Team Member | Selected projects | No | Yes |
| Field | Selected projects | No | No |
Admin
Access: Full access to Company Settings, all projects, and financials.
Permissions: Can add and invite new users.Team Member
Access: No access to Company Settings. Must be assigned to specific projects.
Permissions: Can see cost information, client prices, and budgets for assigned projects.
Field
Access: Access to selected projects. No FINANCIAL visibility or Company Settings.
Permissions: Can edit and complete tasks.Select a cell in the Role column to change a user's role.
Select a role from the drop down menu.
