Invite and manage members

The Members screen (Administration > People & access > Users) lists everyone who can use your company in ASTRO, with their role, status, when they were last seen and their time zone.

Invite someone

  1. Select Invite.
  2. Type their E-mail and choose their role in Role in your company.
  3. Optionally type a Name; it is used only when ASTRO creates a new login.
  4. If your company has more than one brand, choose All brands or Only these brands and tick the brands.
  5. Select Send invitation.

Someone who already has an ASTRO login (for another company) does not get an e-mail: your company simply appears in their company switch. For a new address, ASTRO creates the login and e-mails an invitation with a temporary password. At their first sign-in they choose a password and set up an authenticator app.

Change a member's role

  1. Choose the new role in the member's Role list.
  2. Confirm with Change role. The member gets exactly the permissions of that role from their next request.

You can only give a role whose permissions you hold yourself. A role change in your company never affects the member's other companies.

Remove or reactivate a member

  1. Select Remove on the member's row and confirm. They lose access to your company on their next request. Their records, assignments and history stay as they are.
  2. To bring someone back, tick Show removed members, then select Reactivate on their row. They get their previous role back.

You cannot remove yourself. When someone leaves your organisation altogether, remove them from every company they belong to.

The last administrator rule

A company always keeps at least one active member who can manage roles and members. ASTRO refuses a role change, a removal or a change to a role's permissions that would leave your company without one.

Brand access

When your company sells under more than one brand, the screen has a Brands column. Select Change, choose All brands or Only these brands, tick the brands and select Save brands. A member limited to some brands sees only those brands' deals, quotes, subscriptions, invoices and material; customers with no brand at all (no default brand, no deal and no invoice of a brand) stay visible to everyone. A customer invoiced only under another brand is not shown to them. A member limited to some brands cannot start a scheduled job by hand. Members whose role gives access to every brand show All brands and cannot be limited.

Time zone

Each row has a time zone list. Company default follows the company's time zone; a member can also pick their own on My profile.

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