What can admins and members do?

PropelMapper has two roles: Admin and Member.

What admins can do

• Invite people, change roles and remove people from the team.
• Change report templates, the report look, checklists, metric types, terms, statuses, categories and tags.
• See and manage billing.
• Set the team’s default sidebar layout.
• Undo a signature on a report with Unapprove.

What members can do

• Record visits, review, sign and send reports.
• Work with the places they can access, and add contacts and tasks.
• View report templates and billing, without changing them.

Everyone can change their own account, language, theme and notifications.

Change someone’s role

1. Open Settings, then Members.
2. Select the person and choose Change role.
3. Confirm. Making someone an admin lets them manage members, invitations, labels and team switches. Making an admin a member keeps their work but removes team management.

Good to know

• A team needs at least one admin.
• The person who created the team is its first admin.
• Before you delete your own account, make someone else an admin if you are the only one.