Team Management

The Team page manages the people who log into Callback HQ — your office staff, service managers, and anyone who reviews claims. Open it from Settings > Team. This is separate from the inspector roster.

Roles

• Owner— full access including inviting and removing team members, managing billing, and all claim operations. The person who created the account is the initial owner.
• Member— can review claims, send replies, and use the inbox and dashboard. Cannot invite or remove team members or manage billing.

Inviting team members

Only owners can send invitations.

• Enter the person’s email address and optionally their name.
• Choose a role: Member (default) or Owner.
• Click “Send invite”. The invitee receives an email with a link to set up their password and join the workspace.

Pending invites

The pending invites section shows all outstanding invitations along with their status (pending or expired) and expiry date. Owners can revoke a pending invite if it was sent in error.

Managing existing members

• Change role — owners can change another member’s role (Member to Owner, or Owner to Member). A confirmation dialog ensures you don’t do this by accident.
• Remove member — owners can remove a member (with confirmation). You cannot remove yourself or other owners.

Team members vs. inspectors

These are two different lists managed separately:

• Team membersare office staff who log in and use the app — reviewing claims, sending replies, and monitoring the dashboard.
• Inspectors are the field roster. Their names appear on reports and in the intake form dropdown so homeowners can identify who performed their inspection.

A person can be both (for example, an inspector who also reviews callbacks), but you manage them in separate places.