Adding or changing team members
Only the business owner can invite people, change their role or remove them. You manage the team on the web desk, at treeatlas.app/desk/members. The iPhone, iPad and Android apps do not show the Team row.
The Solo plan covers up to 2 users: you and one worker. The Team page shows how many of your users are in use. Tap How seats work to see the details for your plan.
Roles
- Owner: invites people, changes their role, removes them, manages billing and can always sign off revisions.
- Surveyor: records and edits trees in the app. A surveyor can sign off revisions when the owner ticks Can sign for them on the Team page.
- Reviewer: reads sites and trees but cannot change them or sign.
Invite a person
- On a computer, open treeatlas.app/desk/members and sign in.
- Click Add person.
- Enter the person's email address.
- Choose a Role.
- Click Send invite.
The person gets an email with a link. The invite lasts 14 days. If the email does not arrive, open the Pending invites tab and click Resend email, or click Copy link and send the link yourself.
To cancel an invite, click Revoke on the Pending invites tab.
If your plan is full, Add person opens a notice with a link to billing in place of the form.
Change a role
- On a computer, open treeatlas.app/desk/members and sign in.
- On the person's row, click Manage, then Change role.
- Choose Surveyor or Reviewer. The dialog tells you what the change does to signing.
- Click Change role.
A reviewer cannot sign. If you make a surveyor who can sign a reviewer, they can no longer sign off revisions, and their waiting sign-off tasks go to someone else who can sign. If a revision is left with nobody to sign it, the Team page tells you which one. A reviewer holds an office seat, so if all office seats are in use the change is refused.
To make someone the owner, use Transfer ownership (see below).
Remove a person
- On a computer, open treeatlas.app/desk/members and sign in.
- On the person's row, click Manage, then Remove from team.
- Read what happens, then click Remove from team.
The person loses access to your business at once, on the desk and in the app. The trees, photos and notes they recorded stay with your business and show as "Former member". Their sign-off tasks go to someone else who can sign, and any invite still waiting for their address is cancelled. Their seat is free for someone else at once. Your bill does not change: to pay for fewer seats, change them on the Billing page.
You cannot remove the owner. To give a removed person access again, invite them.
If your business requires two-factor sign-in, enter the code from your authenticator app before you change a role or remove a person.
Hand ownership to someone else
- In the app, go to Me, then Business.
- Tap Transfer ownership.
- Choose the new owner. Only surveyors are listed. A reviewer cannot become the owner.
- Enter your password to confirm. If your account has no password, type the new owner's name. Then tap Transfer ownership.
The change happens at once. You become a surveyor.
If you want to delete your account and other people are on your team, transfer ownership first.