Managing Team Members and Roles
Team members are the people in your organization who use TraxPhase. Roles control what each person can see and do. You can also add project-specific members who only have access to specific projects.
Roles Overview
| Role | What they can do |
|---|---|
| Owner | Full access to everything in the organization |
| Project Manager | Manage projects, pay apps, change orders, RFIs |
| Engineer / Architect of Record | Review and certify pay apps; seal inspections |
| Foreman | Record time entries and field observations |
| Field Worker | Log time entries |
Your organization's specific role configuration may differ. Contact your admin if you need access adjustments.
Steps: Add a Team Member
1. Go to Team
Click Team in the left sidebar.
2. Add the member
Click Add member. Fill in:
- First name and Last name
- Position — their job title or role description
- Role — controls their permissions in the app
- Hourly rate — used for time entry cost tracking
3. Grant login access (optional)
If the person needs to log into TraxPhase, toggle Grant login access and enter their email address. An invitation link is generated.
4. Share the invitation
From the invitation panel you can:
- Copy the invitation URL to send manually
- Email invite — sends the link directly to their email
- Regenerate URL — creates a new link if the old one expired
- Revoke — cancels the invitation
The invitation link is valid for 7 days. Once accepted, the team member can log in.
Adding Members to a Project
Organization-wide members automatically have access to all projects based on their role. To give someone access to a specific project only, add them as a project member:
- Open the project and go to the Team tab.
- Click Add Member.
- Search by name and set their project-specific role.
Removing Access
To remove a team member, go to Team, find the person, and click Remove. Their account is deactivated and they lose access immediately. Historical records they created are preserved.