Members, invitations, roles, and permissions

In ReportArea Company, each person signs in with their own account and receives a local role. That role defines their position in service lines and independent permissions for specialized modules.

Availability: management is limited to owners and administrators of a Company organization. Level: Intermediate.

Purpose

Use members and roles to add people without sharing passwords, separate responsibilities, and decide who manages inventory, assets, commercial operations, or collaboration with other organizations.

Requirements

The organization must use Company mode.
The person inviting or changing roles must be an owner or administrator.
The invitee must use and verify the exact email address that received the invitation.
Each account can have only one active membership in ReportArea. Someone linked to another organization must leave it before accepting.

Invite a person

Open Settings, Users, and Invite user.
Enter an email address and select an active role.
The recipient opens the link, valid for seven days, and signs in or creates an account.
They verify the same email and accept. If they registered from the invitation, they may need to reopen the link after verification.
The organization never creates or sees their password.

Sending a new invitation to the same email revokes earlier pending invitations. The Owner role cannot be granted by invitation; ownership uses its dedicated transfer procedure.

Create and assign roles

Under Settings, Roles, create or edit a role with name, description, and status.
Enable only the needed permissions: inventory, assets, commercial operations, service network, external delegation, or viewing shared work.
Assign the role to an active member from Users.

Owner and Administrator receive the administrative powers inherent to those roles. Inventory and asset permissions are independent. Sales and collections remain limited to administrators even when another role has commercial management.

Rules and effects

A member has one organization role at a time.
A role used by an active member cannot be deactivated.
Marking a role as default keeps it active and clears any other default.
The owner's role cannot change until ownership is transferred.
Changing a role changes available actions but preserves the person's activity history.
An invitation neither reveals nor modifies earlier memberships.

Required and optional information

Required when inviting: email and active role. Required when creating a role: name. Optional: description and specialized permissions. The default-role flag is configurable, but current invitations always require an explicit role choice.

Practical example

The company invites Lucía as Technician. It then creates a “Stock manager” role with Manage inventory and assigns it to Martín. Lucía handles reports without editing warehouses; Martín manages stock without automatically gaining permission to design assets.

Current limits

Administrators have no public action to directly remove a member.
The Users page does not provide full pending-invitation management; acceptance requires keeping or reopening the received link.
The default role is not automatically applied to invitations.
Ownership is not assigned from the invitation form even if that option appears; use ownership transfer.