Add or Remove Users
This feature is only available with a paid account of Team or higher. Click here to upgrade your account.
If you signed up for a Team account, you will have chosen the number of collaborators (users) you want in your group (you can always adjust this number up or down from your Billing page); if you are a Pro user and want to add other users to your account, simply go to the Billing page to upgrade to Team.
Invite a user in to your account
- Go to your Dashboard (if you're on the map, go to the top left Regrid dropdown and click "Dashboard"). Navigate to "Members" tab.
- Click the "Invite a Member" button on the top right hand side of the page (See "User Permissions" section below for details on various permissions levels).
Remove a user from your account
- Simply click the 'remove' icon under Actions, located to the right of each collaborator's name on the Members page
When you add collaborators, you can also customize the permissions levels of those you are inviting. To change permissions, click on the dropdown menu of your group (top left of the page) and choose “Members”. This will bring you to a list of current group members and their permission levels. To change the permission level of a member, simply click their role (ie “Manager”). This will bring up a dropdown list from which you can choose. You can change permissions settings at any time.
Here are the definitions of the various permissions levels:
Manager: Choose this level if you want the user to have full access to everything in the account. Full permission to edit data, create and delete projects, and survey properties. Full access to the account, including updating billing. You can have multiple managers.
Member: Members can see all projects and all data in a Regrid account. They can: survey properties, edit (QC) survey responses, draw focus areas, upload datasets from spreadsheets, and export datasets. However, they cannot: create, modify, or delete projects; add or remove users in the account; or change billing and other account settings.
Surveyor: When you invite someone as a Surveyor, it ONLY allows them to contribute to a Regrid account by surveying properties with the Regrid App on a mobile device. This is ideal if you have a hired workforce of surveyors who you want collecting property data in the field, but not modifying data once it’s in your regrid.com account.
Billing Contact: If you’d like to pass the payment reins to someone else in your account, you can set them as the “Billing Contact.” This will give them access to change payment settings.
Super Manager: Through our Regrid Enterprise plans, you can create sub-groups. Each sub-group has its own projects, members, managers, and data. Supermanagers are able to create and manage all of your sub-groups.