ErgOpsDocs

Invite and manage team members

Invite colleagues to your workspace, give them a role and decide which facilities they can access.

Open Organization → Team & Access.

Before you start#

Only an Organization Manager can invite members and change roles or facility access.

Invite a member#

  1. In Invite a member, enter the Email address.
  2. Choose the Role — see Roles and permissions.
  3. For a Facility Manager or Viewer, choose Facility access (View or Manage) and the facilities it applies to.
  4. Optionally add a Message.
  5. Select Send invitation.

The person receives an email with an invitation link.

  • Invitations expire after 7 days.
  • An invitation can only be accepted by the invited email address.

Manage members#

The Members list shows each person's role, status (Active, Suspended or Removed) and facility scope. Change what you need and select Save.

Removing someone ends their access to your organization. It does not delete their ErgOps login.

Manage invitations#

The Invitations list shows pending invitations with their status and expiry. Select Revoke to cancel one.

Facility access#

  • Organization Managers and Sustainability Managers always have all facilities.
  • Facility Managers and Viewers see only the facilities they are given, with View or Manage access for each.