Invite a colleague and choose their role

Invite colleagues to your Radr workspace by email, give each a role that sets what they may do (Admin, Manager, Analyst or Viewer), and change it later.

Who it’s for
Workspace admins adding the people who will use Radr.
Role needed
Admin
Last verified
Against Radr on 28 September 2026

Steps

  1. Step 1: Open Settings

    Choose Settings at the bottom of the navigation. It opens on the Organisation tab, where your members and invitations are kept.

    Organisation Settings, with its tabs across the top and the organisation’s details below.

  2. Step 2: Enter their email and choose a role

    Scroll to Invite Members. Enter your colleague’s work email and choose a role. Admin has full control of people, buildings, projects and settings. Manager manages buildings, assets, equipment and projects. Analyst works with analytics, reports and insights. Viewer can only read.

    The Invite Members card with an example.com address entered and the Analyst role chosen.

  3. Step 3: Send the invitation

    Choose Send Invite. Radr emails the invitation, which lasts seven days and can be accepted only from that address. It is listed under Pending Invitations until then, and Withdraw cancels it.

    A confirmation that the invitation was emailed and expires in seven days, above the list of pending invitations.

  4. Step 4: Check who has access

    Once your colleague accepts, they appear under Team & Roles with their role, the buildings they can see, and whether they use two-factor sign-in.

    Team & Roles listing two members: the owner and the new Analyst.

  5. Step 5: Change a role later

    Hover over the member and choose the pencil, Edit role + access. Choose a new role, or limit them to particular buildings, then choose Save changes.

    The role choices in a member’s edit dialog: Admin, Manager, Analyst and Viewer, each with what it may do.
    1. Below the roles, Restrict to specific buildings limits which buildings the member can see.

What you’ll see

  • Your colleague signs in and sees the workspace in their switcher.
  • What they can do follows their role everywhere in Radr, not only in what the screens show them.

Troubleshooting

Sending fails with Insufficient permissions.
Only an Admin can invite. Ask an Admin to send it, or to change your role.
My colleague cannot accept the invitation.
They must accept it from the address it was sent to. If it has expired, withdraw it and send another.
There is no pencil on a member’s row.
The owner’s role cannot be edited, and only Admins can edit anyone.

Last verified against Radr on 28 September 2026. Screenshots show the real product with a simulated estate; every name and reading in them is invented.

Create your Radr workspace

Register for Radr, confirm your email address and create the workspace that will hold your buildings, readings and colleagues, with its time zone and currency.

Getting started

Choose who is notified, and when

Set how alerts reach people in Radr: how many are sent, quiet hours, default recipients and escalation, and Slack or Microsoft Teams channels for the whole team.

Admin

Add your first building

Add a building to Radr from Sites & Assets: its name, address, country and time zone, and its floor area with where the figure came from, so intensities hold up.

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