For employers

Your team: Owner, Admin, Member

Who is on your team, what each role can do, and how to invite and change people.

Team shows the people who work for your business on Lerabase and what each one can do.

Roles. The Owner can do everything, including ownership, billing and closing the business. An Admin runs jobs, applicants, places and the Members. A Member works only on the jobs and places assigned to them. Only the Owner makes someone an Admin.

Document access has three choices. Can view opens what a worker shares with the business. Needs approval asks an Admin first, for each worker. No access never opens them.

Workers still decide who sees their documents. Document access never changes that.

Anyone with Can view or Needs approval signs in with Two-step login. Until they set it up, Team says they cannot open documents yet. Press Remind them to send them a notice.

To invite a teammate:

1. Open Team and press Invite a teammate.

2. Type their email and job title. Pick their role and document access.

3. Add a note if you like. Then press Send invite.

It worked when the invitation shows as Waiting under Waiting invitations. The invitation ends after 14 days. We remind them once on day 11, by email only.

Send again sends the same invitation with a new link. Change and send again lets you fix it first. Cancel invitation stops it. Each time, the old link stops working at once.

If they press Ask to correct it, the invitation shows Correction asked with their note. Fix it with Change and send again.

To change a teammate:

1. Open Team and press the teammate's name.

2. Pick a new role and press Change role.

3. Or pick new document access and press Change document access.

4. Or type a new job title and press Save job title.

The page says the change is saved, and the teammate gets a notice.

Owners can also stop one Admin from changing the business details. Open the Admin and press Stop them changing business details. They can no longer change the details, hours or pictures, or hide the page.

Billing only is for an outside accountant or bookkeeper. Only the Owner picks it, when inviting or on a Member's page. They see only the Billing page, with no jobs, no locations and no documents.

Pause access stops their access for now. Restore access gives it back. Remove from the team ends their place at once.

When someone is removed, the business keeps its jobs, notes and job conversations. It also keeps applications and assignments.

The person keeps their profile, connections and private messages. Their Lerabase account stays open.

To hand over ownership, open an Admin who passed the ID check. Press Hand over ownership. First we ask you to prove it is you again. They become the Owner and you become an Admin. The billing owner stays the same.

To leave, press Leave this business on Team. The only Owner must hand over ownership first.

Something went wrong? If an invitation ran out, send a new one. A person must pass the ID check before they get document access. No Hand over ownership button? Invite an Admin and wait for their ID check.