Invite the team

Everything happens on the Team page of the administrative panel, at admin.inspekio.com. Only the Owner and the Admins get into the panel. The Technician works from the app and never needs this page.

1. Invite a person

1. Go to Team and click Invite member.
2. Fill in Name and Email. The invite goes to that address.
3. Choose the Role: Admin or Technician. The next section explains the difference.
4. If you have more than one organization, use Organizations to pick which ones the person joins. All my organizations also covers the ones you create later.
5. Click Send invite.

The screen confirms with Invite sent to the email and adds: Expires in 7 days.

2. The roles

Role	What the person can do	Where they get in
Owner	Everything in the organization. Starts as whoever created it.	Panel and app
Admin	Creates and manages work orders, checklists, reports and members.	Panel and app
Technician	Runs the work orders assigned to them.	App only

A Technician who also needs to open work orders gets the Can manage work orders permission, in the same invite form. With it, the technician creates and manages work orders, checklists and reports from the app, without becoming an Admin and without entering the panel. In the Team list, the Can create WO column shows who has this permission.

Anyone who needs the panel on a computer has to be an Admin.

3. Track the invite

The Status column shows where the person stands:

Status	What it means
Invited	The invite was sent but has not been accepted.
Active	The person accepted and already has access.
Invite expired	The 7 days passed. Use Resend invite.
Removed	The person no longer has access to the organization.

Removed shows up when the person deleted their own Inspekio account. The line explains: The account was deleted, so the person no longer has access to the organization. They drop out of the assignee list of new work orders. To have that person back on the team, invite their email again.

The invite is accepted with the same account as the invited email:

• In the app, on the Invitations screen, with the Accept button.
• In the panel, through the pending invite notice or the Received invites button on the Team page.

If the person has no account yet, they create one with the invited email and the invite shows up after they sign in.

Resend invite issues a new link. The screen warns: The previous link was invalidated. Anyone still holding the old email needs the new one.

4. Change the role or the permission

On the person’s row, click Edit. You can switch the Role, tick or untick Can manage work orders, and choose the Groups.

The Owner role does not change here: the screen says The owner role cannot be changed. To hand the organization to somebody else, see Transfer ownership of the organization.

5. Groups

A group gathers members so they receive work orders together. A work order assigned to a group is visible to every member of it.

1. In Team, click Groups and then New group.
2. Give it a Group name and tick the Members. Only members with status Active appear in the list.
3. Click Save.

Before deleting a group

The work orders assigned to the group stop appearing for its members, unless the work order is also assigned to the person individually.

6. Remove someone

On the person’s row, click Remove. The notice states the effect: the work orders assigned to them become Unassigned and have to be reassigned.

A technician removed in the middle of a work order sees You were removed from this work order in the app, and whatever they had not uploaded stays stuck in the sync queue. For that upload to finish, an Admin has to put the person back on the work order.

The Owner cannot be removed.

7. Invite several people at once

1. In Team, click Import.
2. Click Download template to get the spreadsheet in the right format.
3. Fill in one row per person. Keep the column names from the template: nome and email are required, papel (admin or membro) and pode_gerenciar (sim or não) are optional. In the spreadsheet, membro is the Technician role.
4. Paste the contents or upload the file (CSV or Excel) and check the preview.
5. Click Import.

Keep the template’s column names

The downloaded template always comes with Portuguese headers, whatever language you use the panel in. The English names name, email, role and can_manage also work. Renaming a column to anything else makes the import ignore it.

Each person gets an invite just like the one in section 1. Rows for people who are already members or already invited are skipped, and the preview states why. An Owner cannot be imported: an organization has a single owner.

What next

• Transfer ownership of the organization
• Build a checklist
• Create and assign a work order
• Run a work order on your phone
• I cannot sign in