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Team and access

Invite teammates, manage roles and understand operational permissions.

Your company role controls workspace administration. Access to operational records, investigations and action approvals is checked separately. A company administrator may still need Summer to finish their operational access.

Company roles

RoleCompany administration
OwnerManage company settings, invite members or admins, change teammate roles, remove access and request ownership transfer.
AdminManage company settings, credentials and knowledge; invite and remove members. Owner-level changes remain with the owner.
MemberUse the workspace within their existing permissions and view setup progress. Ask an owner or admin for configuration changes.

Connected operational tools may impose additional permissions on any of these roles. Company membership never grants access to another company’s records. Rebody’s shared Ops connection also retains its existing operator and approval checks.

Invite a teammate

  1. Open Settings → Team → Invite a teammate.
  2. Enter the teammate’s work email and choose a role. Only owners can invite admins.
  3. Select Prepare private invitation.
  4. Share the resulting private link directly with the intended person. Summer does not email the invitation automatically.
  5. The recipient opens the link and verifies the same Google email.

Review pending invitations on the same page. You can cancel one or prepare a replacement link. Replacing the link invalidates the previous link. Check the displayed expiry before sharing it.

Change access or ownership

Owners can promote a member to admin or return an admin to member. Owners and admins can remove access where their role permits it. Removing a teammate affects this company; browser-session management is separate.

To transfer ownership, the owner selects a current teammate under Transfer ownership. Sign in again if the page requires a recent login. The recipient must accept the request before it expires. On acceptance, the previous owner becomes an admin. Review or cancel pending requests on the same page.

Operational permissions

Viewing cases, editing operational knowledge, requesting investigations and approving effects each depend on the verified company connection and current operator authority. If a control is unavailable, ask your company administrator or Summer to check that specific permission.

Being assigned a plan for review does not grant approval authority. Assignment settings only offer eligible operational teammates. Cases, plans and approvals explains what approval changes.

Your own account

Use My account → Personal preferences for your name, timezone and notification preferences. Use My account → Browser sessions to review or revoke sessions. These account settings apply separately from each company’s team list.

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