Inviting and Managing Team Members

Invite members, manage roles, and handle team changes.

Inviting and Managing Team Members

Sending Invitations

1. Go to your organization **Team** section
2. Click **Invite Member**
3. Enter the person's phone number
4. Select a role for them (Admin, Assistant, Foreman, Crew, or custom)
5. Send the invitation

How Invitations Work

• The invited person receives a notification when they log in to ZonaPlan
• If they don't have an account yet, they'll create one with that phone number
• Once accepted, they appear in your organization's member list
• Pending invitations can be cancelled before they're accepted

Changing a Member's Role

1. Go to **Team**
2. Click on the member
3. Select a new role
4. Their permissions update immediately

Removing a Member

1. Go to **Team**
2. Click on the member
3. Select **Remove**
4. They lose access to your organization and all its projects
5. Their historical data (clock entries, task completions) is preserved

Multiple Organizations

Team members can belong to multiple organizations: - Each organization has its own role assignment - They can switch between organizations in the app - Data is completely separate between organizations