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Team and Billing

Manage an existing teammate’s app access

Review a teammate’s BidPilot role and permissions, apply confirmed access changes, and remove access while retaining their work history.

1 min read

Review the role first

Open a person in Team to review their Role and permissions. Owners manage existing app access. Current role choices include Owner, Manager, Office, Crew, and Custom. Available controls depend on company setup and your access.

Apply access changes

Existing contact and profile fields can save automatically. Role and permission changes require separate confirmation.

  1. Open Team and select the person.
  2. Review the current Role and Role summary.
  3. Choose the appropriate role and review Permissions.
  4. Select Apply access changes.
  5. Review and confirm the access changes.
  6. Check the saved role and access result.

Remove access carefully

Use the person’s settings menu and select Remove access when access should end. Read the confirmation: it revokes listed access and pending invitations while retaining the person and historical work. Archive and Delete permanently have different consequences. Review WhatsApp and photo/video capture access alongside app access.

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