Manage team roles

Outcome

Invite, review, change and remove workspace access using least privilege and a named organisation owner.

QuantifyQS keeps the working record understandable to a quantity surveyor and reconstructable by an authorised reviewer. The screen helps organise the work; the accountable professional still owns judgement and approval.

Before you start

• Verified work identity and organisation.
• Required role and project responsibility.
• Start, review and end dates.

Working method

1. Confirm contextOpen the correct organisation and project, confirm your visible role, then check that source information and status are current.
2. Make the controlled changeComplete the manage team roles task in the relevant workspace. Use references, notes and structured fields instead of relying on memory or an offline copy.
3. Review before issueCheck quantities, rates, dates, parties and evidence, then use the named review or approval state appropriate to the workflow.
4. Retain the resultKeep the issued output and its project event together. Where a PDF or spreadsheet is exported, verify the generated file before sending it outside the workspace.

Evidence and checks

• Invitation and role are attributable.
• Elevated changes use appropriate authority.
• Departed or changed users are removed promptly.

Roles and boundaries

• Workspace role determines what a person may view or change; plan determines what the organisation has contracted to use.
• Customer-specific Firm and Enterprise panels do not widen a user role or cross the active tenant boundary.
• AI suggestions, imported data and generated documents require human review before professional reliance or issue.