Team & Permissions
Who can do what in Industrial Hub.
Roles at a glance
- Owner — full access including billing and team management. Most tenants have one. PRO plans allow 1 owner; Enterprise allows 2.
- Admin — full operational access (clients, quotes, invoices, projects, billing). Cannot invite or remove staff, cannot change roles, cannot edit core business settings.
- Technician — works inside the dashboard but does not see billing or team controls. Useful for project staff who don't need OWNER access.
Permissions matrix
| Capability | Owner | Admin | Technician |
|---|---|---|---|
| Sign in | ✓ | ✓ | ✓ |
| View dashboard | ✓ | ✓ | ✓ |
| Manage clients & projects | ✓ | ✓ | ✓ |
| Create quotes & invoices | ✓ | ✓ | ✓ |
| Tender Discovery | ✓ | ✓ | ✓ |
| Settings → Team | ✓ | view | ✗ |
| Invite team members | ✓ | ✗ | ✗ |
| Change roles | ✓ | ✗ | ✗ |
| Remove team members | ✓ | ✗ | ✗ |
| Settings → Billing | ✓ | ✓ | ✗ |
| Edit business settings | ✓ | ✗ | ✗ |
✓ = allowed, ✗ = blocked, view = read-only.
Inviting a team member
- Go to Settings → Team.
- Click Invite.
- Enter their name, email, and role.
- They receive an email with a link to set their password.
- After signing in, they have access at the role you assigned.
Owner cap: PRO plans allow 1 owner, Enterprise allows 2.
Changing someone's role
- On Settings → Team, change the role dropdown.
- The change takes effect immediately. They may need to refresh.
- You cannot demote yourself if you are the only Owner.
Removing a team member
- On Settings → Team, click Remove on their row.
- Confirm. Their account is deleted.
- You cannot remove yourself or the last Owner.
Common scenarios
"I want a project lead who can quote and invoice but not invite staff."
Assign them Admin.
"My field staff should see the dashboard but not billing."
Assign them Technician.
"I'm transferring the business — how do I hand over ownership?"
Promote the new owner to Owner, then ask them to demote you. If your plan only allows one owner, contact support for a transfer.