Team Members & Roles

PMG Tracker 360 lets you work as a team. This guide explains how to invite people into your workspace and what each role can and can’t do.

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1. Invite a teammate

The workspace Owner or an Admin can invite people:

1. Click Organization in the left menu.
2. Open the Members tab.
3. Click Invite Member.
4. Enter the person’s email address.
5. Choose their role (see below) and click Send Invitation.

Your teammate receives an invitation email. Once they accept, the workspace appears in their account and they can start working. You can see, resend, or cancel pending invitations in the same Members tab.

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2. What each role can do

Think of roles as levels of responsibility. Choose the lowest level that fits the person’s job.

Role	What they can do
Owner	Everything — including billing, closing the workspace, transferring ownership, and managing roles. There is one Owner per workspace.
Admin	Everything except closing the workspace or transferring ownership. They can invite and remove members, and manage workspace settings.
Manager	Day-to-day work — create and manage clients, tenders, projects, and purchase orders. They cannot invite members or change settings.
Member	View clients, tenders, projects, and purchase orders, and use reports. They cannot create or edit records or manage the workspace.

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3. Change a role or remove a member

• Change a role: The Owner or an Admin can change anyone’s role from the Members list — open the menu next to the person’s name and pick a new role.
• Remove a member: Removing someone immediately stops their access to the workspace. Their account stays active, but they can no longer see or open this workspace.