Inviting Users and Managing User 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. ⚠️

Inviting New 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 Invite to add the new user.

Choose Invite and Notify to email them to log in.

Additional users: Adding users may incur fees in your Ressio subscription. For any subscription inquiries, please contact the Ressio support team.

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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.

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Assigning Team/Field Users to Projects

There are two ways to assign Team Members and Field users to projects.

When creating a new project
In Project Settings

When Creating a New Project

At the bottom of the new project creation form is a section to add team members.

Select the user icon to assign them to the project. Select again to remove them.

In Project Settings

After a project has been created, go to Project Settings - Team to assign team members to, or remove team members from, the project.

Select Edit and then click the user icons to add or remove them from the project.

Remember to click Submit and/or Save to apply the changes.

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Additional Settings

Team Member and Field user settings can be enhanced to include the ability to edit their own time entries, and for Team Members to create Bills.

This can be accomplished by an Admin by selecting Settings in the Team Member section.

⏰ Time Clock: Toggle on to allow Team Members and Field users to edit their own time entries prior to Admin approval.

🧾 Bills: Toggle on to allow Team Members to approve bills.

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Changing Roles

Select a cell in the Role column to change a user's role.

Select a role from the drop down menu.

If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!