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Team management, role assignments, and organization settings live under the Administration area in the left navigation. Only users with Org Admin access (or a custom role that grants it) can see this area.

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Administration overview

The Administration area contains four pages:
  • Organization: org settings and details.
  • Users: team member management and invites.
  • Roles: permission management, including creating custom roles.
  • Subscriptions: billing and plan details.

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Invite a user

1
Open Administration, then Users.
2
Click Invite.
3
Enter the user’s email address.
4
Assign a role: Org Admin, Org Member, or a custom role you created.
5
Send the invite.

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Manage roles

Prophic ships with two built-in roles:
  • Org Admin: full access, including the Administration area.
  • Org Member: access to Projects, Quick Quotes, Customers, and Configurations. Cannot see Administration.
You can also create custom roles under Administration, then Roles. Custom roles let you define granular permissions for your team’s workflow.

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Multiple organizations

Everything in Prophic is scoped to an active organization. Use the organization switcher in the top-left to change context. A user can belong to multiple organizations with different roles in each. Data does not cross organizations.

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Seat limits by plan

Roles and Permissions

Learn how role-based access controls what each user can see and do.

Plans and Billing

Compare plans, pricing, and how to upgrade or add seats.