/portal/team is where you manage who can access your Plyrium workspace and what they can do. Invite by email; the recipient gets a magic link to set their password and join your team.
Roles
| Owner | You (or whoever set up the workspace). Full access — everything. Cannot be removed unless another owner exists. At least one owner is always required. |
| Dispatcher | Operational control: schedule, calls, leads, customers, quotes, invoices. No financial reports, no settings/integrations. |
| Billing | Financial-only: invoices, P&L, sales tax, aging, exports. No calls, no schedule edits, no marketing. Good fit for an outside bookkeeper. |
| Tech | Field worker: their own schedule, time-tracker, lead replies. Can't see other techs' jobs or financial data. Good for the PWA on a tech's phone. |
| Viewer | Read-only across most of the portal. No mutations. Good for an investor or accountant you want looking but not touching. |
Inviting
- 1Click 'Invite teammate'
Top of /portal/team.
- 2Enter email + pick role
If unsure, dispatcher is the safest default — covers most day-to-day work without exposing financials.
- 3Send
Recipient gets an email with a one-click 'Join workspace' link that walks them through password setup.
Per-feature overrides
Beyond role defaults, you can grant specific permissions per member (e.g. 'this dispatcher can also edit integrations'). Click a member to see + toggle their fine-grained permissions. Most shops won't need this; the role defaults are tuned to be sensible.
We block deactivating an account if it would leave your workspace with no owners. Promote someone else first, then remove the original owner.