> ## Documentation Index
> Fetch the complete documentation index at: https://docs.harbinge.rs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Your Team

> How to invite technicians, assign roles, and control location-scoped access

The Team page is the central place for admins and leads to manage who has access to your Forager account.

## Roles

| Role              | Dashboard Access                 | Android App        | Manages                                         |
| ----------------- | -------------------------------- | ------------------ | ----------------------------------------------- |
| **Company Admin** | Full access                      | Full admin panel   | Everything across the entire company            |
| **Lead**          | Scoped to their location subtree | Scoped admin panel | Users and locations within their assigned scope |
| **Field Tech**    | None                             | App only           | Records attestations at their assigned sites    |

**Leads** can be scoped to any level of your location hierarchy. A lead anchored to a Region node manages everything under that region. A lead anchored to a Building node manages just that building. The role is the same — only the scope differs.

## Inviting a team member

Only admins and leads can send invites. New members are always created as **Field Techs** — promote them after they accept if needed.

<Steps>
  <Step title="Open the Team page">
    Log into the dashboard and click **Team** in the left navigation.
  </Step>

  <Step title="Enter the technician's email">
    In the **Invite Team Member** card, enter their email address and click **Send Invite**.
  </Step>

  <Step title="Technician accepts the invite">
    The technician receives an email with a secure link. When they click it their account is created automatically. They land on a page with a link to download the Forager app.
  </Step>

  <Step title="Assign the technician to their sites">
    After the invite is sent, a prompt links to the **Sites** page. Assign the new tech to their building — until assigned, they see an empty screen in the app.

    <Card title="Managing Sites" icon="building" href="/dashboard/sites">
      How to assign techs to buildings and control site-level access.
    </Card>
  </Step>
</Steps>

<Note>
  New technicians do not need to set a password. If they ever need one after the invite link expires, they can use **Forgot Password** on the login screen.
</Note>

## Changing a member's role

Click the role badge on any member's row to open the **Role** dialog. Select the new role:

* **Company Admin** — full access (only company admins can promote to this level)
* **Lead** — requires selecting a **scope node** from your location hierarchy. The lead will see and manage only the locations and users within that node's subtree.
* **Field Tech** — removes dashboard access

You cannot change your own role.

## Scope column

The **Scope** column shows which location node a lead is anchored to (e.g., "Southeast Region" or "Building A"). Admins and techs show `—`.

## Removing a member

Click the trash icon on a member's row. Confirm to remove them — they lose access immediately. Any attestations they previously recorded remain in the system.

<Warning>
  Removing a member cannot be undone from the dashboard. Contact [support@harbinge.rs](mailto:support@harbinge.rs) to reinstate a removed user.
</Warning>

## Sites column

Shows which buildings each tech is assigned to. Admins show **All Sites**. Leads show **All in scope**. Techs show their assigned building names, or **—** if not yet assigned.

## Last active

Shows when each member last recorded an attestation. Use this to identify inactive accounts.