Engineers and Team

Team Functions

• Invite office users and engineers and assign the right role.
• Track engineer active status, which controls whether they can be assigned checks.
• Switch on sole-trader mode to hide team prompts and auto-assign checks to the owner.
• Manage member roles and remove access when someone leaves.

Engineer Readiness

• Engineers need their own account to keep signatures and record generation attributable.
• An engineer must be active to appear as assignable in scheduling.
• Engineers should confirm mobile sign-in and camera permission before their first field day.

The Team Page

Team, in the sidebar, is the working list of your people. Settings holds the invitation and role controls; the Team page is where you browse, search, and maintain the members themselves. The two work together rather than competing.

• See every member with their role, email, phone, and active status, with search, filters, and sorting.
• Open a member to view or edit their details, or add a new engineer directly from the Team page.
• Import engineers in bulk with the CSV importer when onboarding a bigger team.
• Use bulk actions to deactivate several members at once, for example after a seasonal crew finishes.

Data Quality Standard

Setup records are not just admin. They become the labels, filters, and certificate fields customers rely on later. A small naming or address mistake in setup becomes a compliance or delivery problem weeks later.

• Use one canonical spelling for every client, property, and appliance.
• Keep property addresses precise, because they drive the route planner, scheduling, and the printed record.
• Keep appliance make, model, serial, and GC number accurate so PlateScan deduplicates cleanly.
• Deactivate former engineers and historical records instead of deleting history that explains past work.
• Run bulk imports in dependency order: clients, then properties, then appliances.

Customer-Facing Consequences

If a value can appear on a record, in the portal, or in an export, write it as if a landlord or letting agent will read it. Manifold reuses operational labels across customer outputs, so there is no separate translation step at delivery time.