Team Management

What is this?

This module lets vendor administrators manage internal team access across maintenance experts, organization members, and custom roles.

When should I use it?

Use this module when you need to:

• Add field technicians.
• Add office staff.
• Change role permissions.
• Deactivate former users.
• Create custom roles.

Prerequisites

Before starting, ensure you have:

• Vendor administrator permissions.
• Team member email addresses.
• Defined role needs.

Flow diagram

Step-by-step instructions

Part A: Managing Maintenance Experts

1. Open Maintenance Experts.
2. Click Add Expert.
3. Enter technician email.
4. Send invite.
5. If needed, manually activate from action menu.

Part B: Managing Organization Members

1. Open Organization Members.
2. Click Add Member.
3. Enter email and select role.
4. Send invitation.

Part C: Managing Roles

1. Open Manage Roles.
2. Click Add Role.
3. Enter role name.
4. Select required permissions.
5. Save role.

Example scenario

Situation: Citywide Plumbing hires one technician and one office coordinator.

Solution in Rent Matrix:

1. Add technician under maintenance experts and activate account.
2. Add coordinator under organization members with coordinator role.
3. Create junior technician role with limited permissions.

Common mistakes / FAQs

• Mistake: Adding field user as organization member or the reverse.
  • Solution: Keep field and office users in correct sections.
• Mistake: Pending expert never activated.
  • Solution: Use manual activation from expert list.
• FAQ: Can one person be both expert and organization member?
  • Answer: Usually separate user types and experiences.
• FAQ: User cannot see required features.
  • Answer: Recheck role permissions.

Pro tips

• Create and test roles before inviting users.
• Apply least-privilege access model.
• Audit team lists quarterly.