All updates
Organization

Roles for your team

Give organization members the right access with Admin, Inspector, and Office roles, and let office staff book inspections for your inspectors.

If someone in your office runs the schedule, they can now do it in Eave without being able to change your reports.

  • Pick a role when you invite. In Settings → Organization → Members, choose Admin, Inspector, or Office next to the email. You can change anyone's role later from the same page.
  • Office staff run everything around an inspection. They can book jobs, add clients and agents, set the fee, send the agreement, collect payment, and publish and email the report. Writing the report and editing templates stay with your inspectors.
  • Book for the right inspector. The first step of Add Inspection now has an Inspector field. The inspection uses that inspector's default template, fee, and agreement, is checked against their calendar, and counts toward their plan, so office staff don't need a subscription. The inspector gets a notification.
  • Reassign before it's published. The Details tab shows who the inspector is, and office staff and admins can change it there until the report goes out.
  • Organization settings are admin-only. Everyone who was already in an organization is an admin, so nothing changes for your team until you decide it should.

See Roles for the full list of what each role can do.