Foremen and team members

Invite a colleague

1. 01Open Team in the menu.
2. 02Under Invite a colleague, type their email address.
3. 03Choose Admin, Viewer or Foreman. For a foreman, tick Their sites, or type site names.
4. 04Press Create invitation.
5. 05Press Copy link and send it to them yourself, by text or email. Currity does not email invitations.

They open the link, sign in or make a login, and press Join with your company's name. The link works once and lapses after 7 days. Lost it? Create the invitation again for the same address: the old link stops working and you get a new one. Revoke stops a pending invitation.

Treat an invitation link like a password. The address is only a label on it: whoever opens the link is who gets in.

Who can do what

• Owner: whoever created the company, and anyone an owner makes one. The only one who can choose a plan, change billing or make someone else an owner.
• Admin: sees the whole company, the same crew, board and report. Can change everything except billing and who is an owner, including inviting colleagues, changing roles and removing members.
• Viewer: sees the whole company, the board, Coming due, the report and every file, and cannot change crew records, requirements, settings or the team.
• Foreman: sees the crew at their sites and nobody else: the board, Coming due, the report and the files of those people. They can record, correct and verify cards and attach scans. They cannot change the team, billing, settings or requirements, or remove anyone.

Change a role or remove someone

1. 01Open Team in the menu.
2. 02On the member's row, press Change role, choose the new role and press Save role. For a foreman, tick Their sites first.
3. 03To take someone off the account, press Remove from the team on their row, then Yes, remove.

• Owners and admins can change roles and remove members. Only an owner can make someone an owner, or change or remove an owner.
• Nobody can change their own role. You can leave an account yourself with Leave this account on your own row.
• An account always keeps at least one owner. To step down as the only owner, make someone else an owner first.
• Removing someone takes away their access to your company only. Their login is not deleted, and what they recorded stays in the audit trail.
• Every role change and removal is in the audit trail, under Report.

Foremen and their sites

• A site matches the Site on each person's file. Capitals and spaces at either end do not matter.
• Someone with no site on file is outside every foreman's view.
• To change a foreman's sites, open Team, press Change sites on their row, then Save sites.
• A foreman's menu is Board, Coming due, Projects, Report and My sites. They see the projects at their sites, read only.
• On My sites, a foreman can turn on warning emails for their sites and make a calendar link for their sites' crew.
• Company documents and the prequal packet are not shown to a foreman.

Good to know

• Plans are priced on the crew you track, not on logins. Invite as many colleagues as you need.
• One login belongs to one company.
• Invitations, role changes and removals all work even while the account is read only.
• Each owner and admin switches their own Monday summary on or off on Team. See Warnings and the Monday summary.