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Documentation Index

Fetch the complete documentation index at: https://docs.runsubstrate.com/llms.txt

Use this file to discover all available pages before exploring further.

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Team Management

Admin role required for all actions on this page.
Manage your team members at Admin → Team in the navigation.

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Roles

Every user is assigned a role that controls what they can see and do in the app:
RoleDescription
AdminFull access to all features, settings, and team management
Super UserSame as Admin — used for elevated internal accounts
DesignerAccess to Design and Proof workflows; limited settings access
SalesAccess to Quoting and customer management
ProductionAccess to Production workflow
Assign the most specific role that fits the person’s job. Designers don’t need access to billing settings; sales staff don’t need production controls.

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Inviting a New Team Member

  1. Click Add Team Member.
  2. Enter their:
    • Name
    • Email address
    • Role
    • Password (they can change it after first login)
  3. Click Save.
The app does not send an automated welcome email. You’ll need to share the new user’s login details with them directly.

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Editing a Team Member

From the team list, click the Edit button next to a user’s name to update their name, email, or role.
Changing a user’s role takes effect immediately on their next page load.

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Removing a Team Member

Click the Delete button next to a user’s name and confirm. The user’s account is removed and they can no longer log in. Work orders and notes created by the removed user are preserved — removing a user does not affect historical records.

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Your Own Account

You cannot delete or demote your own account. Changes to your own email and password are made under Settings → Account.