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👥 Team & Access

The "Team" section of the EQUOS Console is where you bring the rest of your business into your account and decide exactly what each person can see and do. This page will guide you through inviting a team member, the two account roles, the access levels you can grant per module, and how to change or remove access later.

The "Team" section is only visible to account admins.

Summary

Every person on your account is either an account admin or a team member. Admins run the whole console; team members get exactly the modules you grant them, at the level you choose — "No access", "Read only", or "Full access". Presets set those levels for you in one click.

The two account roles​

There are two roles, and no hidden tiers between them.

  • Account admin — the owner and anyone acting as one. Admins can reach every section of the console, including "Team", "Integrations", "Subscription" and "Businesses & Warehouses".
  • Team member — everyone you invite through the console. A team member never sees the admin-only sections; what they can do inside EQUOS is set entirely by the module access you give them.

The real detail lives in the per-module access below, not in a long list of roles.

Inviting a team member​

When someone new joins, you can easily invite them from the console.

  • Open "Team" and press "Invite Member".
  • In the "Invite Team Member" window, leave the "Invite type" set to "Team member".
  • Enter their "Email" and "Full Name", and choose the "Business" they belong to. They will only have access to the business you select here.
  • Set their access using the "Module Access" grid, or start from a preset (below).
  • Press "Send Invitation".

The "Invitation Sent" window then gives you a shareable link with a "Copy" button, and an email is queued to the person as well. This ensures they can get in even if the email is slow to arrive.

What the invited person sees​

Your team member finishes setting up their own account.

  • They open the link and land on a "Join" screen headed with your business name.
  • They set a password to complete the account, then sign in.

If they already have an EQUOS login, the same screen lets them link that instead. This allows someone who works across more than one business to keep the single login they already use.

Setting access per module​

Access is granted one module at a time, so people see their own job and not the whole business.

  • Each module — Dashboard, Inventory, Orders, Manufacturing, Warehouse, Transport, Contacts and Accounts — can be set to "No access", "Read only" or "Full access".
  • "Read only" lets someone look without changing anything; "Full access" lets them work in that module.
  • The Dashboard is always included.

Quick presets​

Setting eight modules by hand for every hire gets tedious, so the invite window offers presets that fill the grid for a common kind of role.

  • Full Access — the lot, for someone who needs to work everywhere.
  • Warehouse Staff — the warehouse and stock side of the business.
  • Driver / Freight — the transport and dispatch modules.
  • Bookkeeper — the finance-facing modules.
  • Client / 3PL User — a light, view-oriented set.

Pick the preset closest to the person's job, then adjust any single module up or down before you send. The presets are a starting point, not a locked role — you always have the final say.

You can also apply "Location Restrictions" so a member only works within certain locations, and grant separate access to the EQUOS Freight web app for those who need it.

Changing or removing access​

Access is never set in stone, so you can keep it matched to what people actually do.

  • On the "Team" list, use "Edit Access" beside an active member to reopen the "Module Access" and "Location Restrictions" controls, then press "Save Changes".
  • Use "Remove" to take a member off the account.
  • A pending invite that hasn't been accepted can be edited or revoked, and a revoked invite can be deleted from the list.

This ensures access follows people as they change jobs, and comes off cleanly the day they leave.

Inviting a 3PL client​

If your business runs a client portal, the same "Invite Member" window can bring an outside client into a read-only view of their own work with you.

  • Open "Invite Member" and set "Invite type" to "3PL client". This option only appears when a client portal has been configured for the selected business.
  • Enter the client's details and send the invitation.

A read-only client account is then provisioned for that portal, and the invitation email is queued. Client access is view-only by design — they can follow their orders and shipments with you, and nothing more.