Managing Teams
A team account lets you invite colleagues to view, edit and contribute to your safety plans. Your subscription sets how many active members your team can have, and you can choose who takes up those places at any time.
Team roles
| Team Owner | Team Admin | Team User | |
|---|---|---|---|
| Create and work on projects and safety plans | ✓ | ✓ | ✓ |
| Duplicate content from the team's plans | ✓ | ✓ | ✓ |
| View and edit any project in the team | ✓ | ✓ | |
| Manage templates | ✓ | ✓ | |
| Manage incident reports | ✓ | ✓ | |
| Add members and make Team Admins | ✓ | ||
| Billing and subscription | ✓ |
Opening Team Members
On your team dashboard, open Team Tools and choose Members.
- + Invite Team Members: invite someone by email (see below).
- Search or select inactive members: bring back someone who was previously on the team.
- Current Team: everyone with an active place, with their role. The count, for example 2/10, shows how many places you've used out of your subscription. Tick or untick Team Admin to change someone's role, and untick a member to make them inactive.
- Click Save & Finish to save changes. You'll see "Team members were successfully updated".
Inviting a team member
- Click + Invite Team Members.
- Enter their email address and click Invite.
If they already have a SafetyPlan.io account, the team is added to their dashboard. If not, they'll be asked to set up an account.
Active and inactive members
Making a member inactive frees up their place for someone else. Their work stays with the team, and you can make them active again later from Search or select inactive members. This lets you swap people in and out as a project moves on, for example replacing a designer with a production manager.
Need more places? Click billing under Current Team to increase your team size. See Billing.
Related: Team Collaboration · Team Settings