Roles explained
What each team role, Admin, Power User, and User, can do in a Re:InvestorHub organization.
Roles control what a teammate can do inside your organization. They only matter once you have more than one person in your organization, which is a Gold plan capability. On Silver, your organization is a single user, so there is no one to assign a role to and nothing to invite.
If you’re on Gold, an Admin picks a role for each person they invite. There are three: Admin, Power User, and User.
What differs between roles
Section titled “What differs between roles”| Admin | Power User | User | |
|---|---|---|---|
| Work with deals, properties, projects and tasks | Yes | Yes | Yes |
| Create change orders | Yes | Yes | Yes |
| Approve or reject change orders | Yes | No | No |
| See the Team section in Settings | Yes | No | No |
| Invite, resend and revoke team invitations | Yes | No | No |
In the invitation dialog the roles are labeled Admin - Full Access, Power User - Create & Submit and User - Can edit, can’t approve.
An Admin has full access to your organization’s data. An Admin can:
- Approve or reject change orders on a project’s Change Orders tab. Only Admins see the Approve controls.
- Open Settings, then Team, to see seats and members.
- Invite teammates, and resend or revoke pending invitations.
The person who created the organization is its Owner and is an Admin.
Power User
Section titled “Power User”A Power User is meant for teammates who create the work: projects, deals, properties and change orders. They can submit change orders, but an Admin has to approve them.
A User is meant for teammates who mainly look at the work: deals, properties, projects, reports and budgets.
Changing a role
Section titled “Changing a role”You do not change a member’s role from Settings. To give someone a different role, contact support from the Help page.
If you’ve been invited
Section titled “If you’ve been invited”If someone added you to their organization, see Accept a team invitation for how to open the invitation and create your account. The invitation shows you which of these three roles you’ve been given before you accept.