Managing your team: users, roles, and permissions

How to add and manage team members on E1

4 min read

This guide covers everything you need to manage your team on E1: how Admin and Standard users differ, how to add a new team member, how to update someone's permissions, and how to remove access when someone leaves.

Admin and Standard users: what each can do

Every team member has one of two permission levels: Admin or Standard. Both can see the Team tab under Settings. The difference is what they can do once they're there.

  • Admin users can do everything: add team members, edit user details, change permission levels, resend access links, and delete users. They also have full control over the company account, including billing and the Company Profile.
  • Standard users can add team members and resend access links, but can't edit team member details, change permission levels, or delete users.

The table below shows the full breakdown:

FunctionAdmin userStandard user
Add a new userYesYes
Resend an access linkYesYes
Edit Company Profile pageYesYes
Edit user details (name and contact number)YesNo
Amend user permission levelsYesNo
Delete a userYesNo
Add or amend ABN on Company Profile pageYesNo
Delete notes team members have left on projectsYesNo
Upgrade the company accountYesNo
Cancel paid licencesYesNo
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Tip: We recommend keeping at least two Admin users on your account, so you're never locked out if one person leaves or loses access.

To check or change a team member's permission level, head to the Team tab under Settings.

The Team tab under Settings, showing a list of team members with their names, email addresses, and permission levels.

Adding a new team member

  1. Go to Settings > Team.
  1. Click Invite new team member. This opens the Invite User form.
  1. Enter your team member's first name, last name, and email. Adding a phone number is optional but recommended.
  1. Click Submit.

Your team member will get an email with a link to join the account.

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Heads up: New team members join as Standard users by default. They need to accept their invite first. Once their account's active, you can promote them via the steps in the Change someone's permission level section below.
The Invite User form, opened after clicking Invite new team member, with fields for first name, last name, email, and phone.

Managing existing team members

To manage an existing team member, click the three dots in the right-hand column next to their details. The menu shows three options: Resend access link, Edit user, and Delete user.

A team member row in the Team tab with the three-dot menu open, showing the options Resend access link, Edit user, and Delete user.

From here, you can:

Change someone's permission level

From the three-dot menu, click Edit user. Tick the ‘is Administrator’ box to make them an Admin user, or untick it to set them back to Standard. Click Submit to apply the change immediately.

Resend an access link

If a team member has already accepted their invite but can't get into their account, click Resend access link from the three-dot menu.

If you're trying to resend to someone who hasn't accepted yet, look under the All invites tab instead. We can't self-serve resending pending invitations on the platform right now, so contact our support team and we'll send it through for you.

Delete a team member

Click Delete user and confirm. They'll lose access immediately.

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Heads up: Once you delete a user, you can't reactivate them from the platform. If you need to bring someone back later, contact our support team and we'll reinstate them manually.

Troubleshooting: my team member didn't get their invite

If your team member can't find their invitation email:

  • Check Spam or Junk. Invitations sometimes land there.
  • Search the inbox for "E1" to find the email.

If none of that works, contact our support team.

FAQs

Can I have more than one Admin user?

Yes, and we recommend it. Keeping at least two Admin users on your account means you're never locked out if one person's unavailable.

I'm trying to invite someone but I'm getting an error

If you see an error stating "this email already has an outstanding invite”, or “this user is already on your team" this usually means the email address has previously been on the platform and was later deleted.

Deleted accounts have to be reinstated manually, please contact our support team and we'll sort it out.

Can pending invitees get their invitation resent?

Not from the platform yet. If a pending invite needs to be resent, please contact our support team and we'll resend it for you.

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