Assign tasks through settings

Use Users & Teams to give team members access to activity categories and locations. These permissions control access to work; changing activity categories does not change the assignee of scheduled work.

Note

Required role: Admin, Manager, or Owner. Only an Owner can update an existing Owner.

Update access for an existing team member

1. Open Users & Teams.
2. Select a member in the Team Members list to open the Update User panel.
3. Adjust the Role, the categories under Activity Category Permissions, or the locations under Location Permissions.
4. Select Update.

The message User updated successfully confirms the change.

External user access

To change a member to an external user, switch on External User. This option is not available when Owner is selected. An external user must have at least one location under Location Permissions.

If you change activity categories, the permissions change but scheduled work keeps its existing assignee. Unlike an invitation, no default-engineer entry is added.

Invite an external user with limited access

Use this procedure when a subcontractor or partner should access only selected locations and activity categories.

1. Open the Invite User panel and switch on External User.
2. Enter the required Email addresses and select a Role.
3. To limit activity types, select Add Activity Category under Activity Category Permissions and grant the required categories.
4. Under Location Permissions, select Add Location for every location the user may access.
5. Select Invite User.

An external user without a location cannot be invited. The panel shows: Add at least one location. An external user with no locations cannot see anything. If no activity categories are selected, the external user can still see every activity type.

After changing access

• Location, activity-category, and External User changes reach a signed-in member when their BriqSafe tab regains focus, at most once every half minute. Ask the member to switch away from the tab and back.
• A role change updates role-based menu entries at that point. Buttons and menu entries tied to the new role's permissions may require the member to sign out and back in.
• The Users & Teams screen requires the External User Access entitlement. Below that tier, an upgrade prompt replaces the screen.