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Managing Team Members

Learn how to invite, update, and remove team members, unassign their items in bulk, and see pending invitations

Inviting team members to your Scannable account using the web app

  1. Head to the Team section of your Scannable Dashboard

  2. Click on ‘+ Invite members’ on the right hand side

  3. Enter the email address of the person you want to invite

  4. Click the drop down box to designate their role in your Scannable account (see Roles for more information)

  5. Click on ‘Add invites’ to add more than one person at a time

  6. Click on ‘Send Invites’

Your invited member will be sent an email with instructions for joining your account

Updating a team member's role and Competent Person status in the web app

  1. Head to the Team section of your Scannable Dashboard

  2. Click on the team member whose access you want to update

  3. Use the dropdown to edit the team member's role

  4. Use the checkbox to edit the team member's competent person status

  5. Tap Update

Removing a team member in the web app

  1. Head to the Team section of your Scannable Dashboard

  2. Click on the three dots to the right of the team member's name

  3. Select 'Remove Team Member'

  4. You will be prompted to confirm if you want to remove the team member

  5. Click 'Remove'

Unassigning items from a team member in bulk in the web app

  1. Head to the Team section of your Scannable Dashboard

  2. Click on the team member you want to unassign items from

  3. In their items table, tick the items you want to unassign

  4. Open the bulk actions menu and select 'Unassign items from user'

  5. A confirmation will tell you how many items will be unassigned. Confirm to finish

The items leave the team member's list, but stay in your organisation's inventory — nothing is removed from Scannable. This is handy when someone leaves or returns their kit, as you no longer need to unassign items one row at a time.

💡 Only team members with permission to remove items from other team members will see this bulk action. In the mobile app, items can currently only be unassigned one at a time.

View and delete sent invitations in the web app

  1. Head to the Team section of your Scannable Dashboard

  2. Click ‘Invites’

  3. You will see a list of all pending invites and their status

  4. To remove an invite, click on the three dots on the right-hand side, and select ‘Delete’

💡 Invites that have been accepted will show in the list of members in the Members tab of your dashboard

Inviting team members to your Scannable account using the mobile app

  1. Tap 'Me' in the bottom-right corner

  2. Tap 'Team'

  3. Tap the '+' in the top right hand-corner

  4. Enter the email address of the person you want to invite

  5. Use the dropdown to select the role for the person you are inviting

  6. Tap 'Send Invites'

  7. Your invited member will be sent an email with instructions for joining your account
    ​

Updating a team member's role and Competent Person status in the Mobile App

  1. Tap 'Me' in the bottom-right corner

  2. Select 'Team'

  3. Tap on the team member whose access you want to update

  4. Use the dropdown to edit the team member's role

  5. Use the checkbox to edit the team member's competent person status

  6. Tap Update

Removing a team member in the Mobile App

  1. Tap 'Me' in the bottom-right corner

  2. Select 'Team'

  3. Tap on the team member whose access you want to update

  4. Tap 'Remove'

  5. You will be prompted to confirm if you are sure you want to remove the team member

  6. Tap 'Delete'
    ​

Viewing and deleting sent invites in the mobile app

  1. Tap 'Me' in the bottom-right corner

  2. Select 'Team'

  3. Select 'Invites'

  4. You will see a list of all pending invites

  5. Tap on the invite to delete it

  6. You will be prompted to confirm you are sure you want to delete the invite

  7. Tap delete

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