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SmartComply

Inviting Team Members

How to invite colleagues, external testers, and haulers to your workspace with the right roles and permissions.

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Invite Team Members

SmartComply supports role-based access so you can invite your entire team with the right level of access.

Available Roles

  • Admin — Full access including billing, user management, and all module data.
  • Manager — Can view and edit all module data, run reports, and manage facilities. Cannot manage billing or users.
  • Inspector — Can view facilities, record inspection results, and file reports. Cannot change settings.
  • Viewer — Read-only access to dashboards and reports.

How to Invite

  1. Navigate to Settings → Team Members.
  2. Click Invite Member.
  3. Enter the person's email address and select a role.
  4. Click Send Invite. They'll receive an email with a link to join your workspace.

External Users

Backflow testers, FOG haulers, and industrial users access SmartComply through External Portals — they don't need a workspace invitation. See the External Portals section for setup details.

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