Teams & Users

Teams

Teams are groups of field staff (frontliners) assigned to work on one or more projects. A team is typically led by a supervisor or manager.

Teams List

Navigate to Teams in the sidebar.

The table shows team name, status, member count, and created date.

Adding a Team

1. Click Add Team
2. Fill in the form:
   • Team Name
   • Status (Active / Inactive)
3. Click Save

Note

Adding and editing teams requires the user.manage permission.

Exporting Teams

Click Export CSV to download the full teams list. This button is permission-gated.

Team Detail

Click a team row to open the team detail. From here you can:

• View team members
• Link the team to projects
• Edit team metadata

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Users

Users are all accounts in your workspace — field staff, supervisors, managers, and admins.

Users List

Navigate to Users in the sidebar.

The table shows: name, email, role, team assignment, status, and last activity.

Inviting a User

1. Click Add User
2. Fill in the form:
   • Full Name
   • Email — used for login
   • Phone Number
   • Role — determines permission set (see Roles below)
   • Team — optional; assign to a team
   • Status — Active or Inactive
3. Click Save

The user will receive an email with a default password (configurable in Settings).

User Detail

Click a user row to open the User Detail page.

The detail page shows:

• Personal Info: full name, email, phone, employee ID, position, join date
• Account: role, status, last login
• Team Assignment: which team(s) the user belongs to

From the detail page you can:

• Edit personal info
• Change Password
• Activate / Deactivate the account
• Assign to Team

Roles

Merq uses a role-based permission system. The default roles are:

Role	Description
Super Admin	Full system access across all workspaces
Admin	Full access within their workspace
Manager	Manages teams, views reports, approves submissions
Supervisor	Manages a team’s daily operations
Frontliner	Field staff — uses the mobile app for visits and submissions
Approver	Reviews and approves attendance and submissions

Custom roles and permissions can be configured in Settings & RBAC.