Users and invitations

The People tab of My Team is your organization directory: everyone who can sign in, what role they hold, and whether their identity and app install are set up.

Nobody is added from here. People join from ContentsEstimation, or Adjust Square sets them up. They show up on this tab on their own once they exist. See Where people come from.

The People tab tour

Open My Team in the sidebar. It opens on the People tab. Everyone has My Team, but what it shows depends on your role:

• Org admins see everyone in the organization, plus a third tab for your crews (named after your terminology) beside People and Roles.
• Team admins and members belong to one team, so My Team is just that team. The page is titled with the team's name and lists only the people on it. There are no organization tabs. Team admins can still put people on their team; members can only look.

The directory table shows one row per person. These are the columns it starts with:

Column	Meaning
Name	Full name as entered. Org admins click the row to edit the person; everyone else opens the user activity drawer.
Email	Email address on file, or a dash if there is none.
Phone	Phone number on file, or a dash if there is none.
Team	The one team the person is on. Org admins show "Every team". Someone still waiting to be placed shows "Not on a team yet".
Role	The person's role in your organization. See Roles and permissions.
Identity	"Clerk linked" means their sign-in identity is connected and working. "Pending" means the identity has not finished linking yet, typically because they have not signed in for the first time.
TestFlight	Status of their iOS app install invitation: Active, Error, skipped, or removed.
Actions	Icons: the person with a gear starts Impersonate (Adjust Square staff only), the clock opens the User activity drawer (Org admins, since for them a click on the row edits), and the power symbol is Deactivate. Point at an icon to see its name.

For Org admins, the table lists everyone in the organization, across every team, and the line above it says so. To see one team, pick it from the team filter next to Columns. The console remembers your choice, so the page opens on that team next time. Pick Everyone in the organization to go back, or Not on a team yet to see who still needs placing.

Choosing and arranging columns

Click Columns, beside the team filter, to pick what the table shows. Untick a column to hide it, tick it to bring it back, and use the up and down arrows to move it. Name always stays visible, and Actions always sits at the far right. Reset to defaults puts everything back.

Your choice is remembered on this computer and browser, for you only. Nobody else in your organization sees your layout.

Where people come from

You do not add people in ContentsCapture. There is no Add user button.

• Standard customers: people are added in ContentsEstimation. Once they exist there, they appear on this tab, ready to sign in to the app with their mobile number.
• Organizations set up by Adjust Square: Adjust Square sets people up. They appear on this tab the same way.

The line above the table says this, so nobody goes looking for the old button.

Which team new people land on

Team admins and members always belong to a team. Org admins sit above the teams and see all of them.

• One team. Every new organization starts with a single team, Default Team. While it is the only team, everyone who joins is put on it automatically, as a Team admin or a Member.
• Two or more teams. Once an Org admin has added a second team, ContentsCapture can no longer guess. New people join not on a team yet, and they cannot see or do anything until an Org admin places them.

When anyone is waiting, Org admins see a yellow note on the People tab saying how many. Click Show them to list them, then add each person from their team's Members tab (see Team Members tab). They keep the role they joined with.

Someone who is not on a team yet and signs in to the console sees "You're not on a team yet" and a note to ask their admin.

Changes go through ContentsEstimation

If your organization is connected to ContentsEstimation, ContentsEstimation holds the one true list of your people. The People tab works like a remote control for it: when you edit someone, change their role, or deactivate them here, the console asks ContentsEstimation to make the change. ContentsEstimation saves it and sends it back, and only then does the table change.

• If ContentsEstimation turns the change down, for example because that phone number already belongs to someone, nothing is saved anywhere and a message tells you why.
• A person sits on one team in ContentsEstimation. If they have changed teams, ask Adjust Square to move them. Adjust Square admins are the exception and can be on any team.
• If ContentsEstimation cannot be reached, nothing is saved. Try again in a minute.
• Sometimes ContentsEstimation saves the change but needs a moment to send it back. The console then says "Saved in ContentsEstimation. It will show here in a moment." and the table updates on its own.
• If your organization is not connected to ContentsEstimation yet, Edit and Deactivate are not offered, and a line above the table explains why. Contact Adjust Square to connect it.

Who can make these changes: Org admins for everyone, and Team admins for people on their own team. Nobody can give a role higher than their own.

Editing users and changing roles

Org admins and Adjust Square staff can edit anyone in the table. Click the person's row to open the Edit user box. It holds their Full name, Email, Phone, and Role. Change what you need and click Save. Only what you changed is sent.

In an organization connected to ContentsEstimation, the change goes to ContentsEstimation first, and the console waits for its answer:

• When ContentsEstimation accepts, the box closes and the table shows the new details.
• When it refuses, the box stays open with your changes, and a message gives ContentsEstimation's reason.

Changing someone's phone number changes the number they sign in to the app with. If the person is on more than one team, the box also asks which Team their new role is for, because a role is set team by team. Only people linked to ContentsEstimation can be edited here.

In an organization that is not connected to ContentsEstimation, you can change the name and role. Email and phone show but are locked, because they are how the person signs in.

Team admins do not get the Edit user box. They can still change roles in the Role assignments table on the Roles tab, which follows the same rules. Role changes take effect across the console right away, and in the mobile app on its next sync.

Deactivating a user

Click the power icon (Deactivate) on a row when someone leaves the company or no longer needs access.

In an organization connected to ContentsEstimation, Deactivate asks ContentsEstimation to take the person off your team. They lose access here as soon as ContentsEstimation confirms. Their ContentsEstimation account itself stays, because they may belong to other teams. A Team admin removes people from their own team only.

What deactivation does

Deactivating removes the person from your organization, bans their sign-in, and pulls their mobile app access. Their identity is recoverable: if they rejoin later, support can restore the same identity rather than creating a fresh one. Media they already captured and submitted is not affected; it stays locked in the assignments where it was submitted.

The user activity drawer

Click a row (or, as an Org admin, the clock icon on it) to open the User activity drawer, which shows the person's capture activity over the last 24 hours: items captured, pace, and recent work. Use it to confirm a new hire is capturing, or to check whether someone reporting app trouble is actually syncing. Members do not get the drawer.

Pending users

A user whose Identity column shows "Pending" is in the directory but has not completed first sign-in. This is normal for new people. If someone stays pending for days, check their phone number in ContentsEstimation, then ask them to sign in with a one time code. There is no separate activation step on your side.

Assignment-level invitations

Org membership is not the only way to give someone access. For contractors, carrier representatives, or anyone who should see exactly one assignment, use assignment-level invitations:

1. Open the assignment and go to the Access tab.
2. In the Invitations section, enter the person's email or phone number.
3. Choose the access level:
   • Can capture: can capture and view media on this assignment, like a member but scoped to this assignment only.
   • View only: can look, cannot change anything.
4. Send the invitation.

The person gets an email with a link that opens this assignment in the admin console, and a text with a link to download the ContentsCapture app. They sign in to the app and the assignment is waiting for them there.

Invitations move through four statuses:

Status	Meaning
Pending	Sent, not yet accepted. You can revoke a pending invitation.
Accepted	The person has access and can sign in.
Revoked	You withdrew the invitation or their access. Immediate effect.
Expired	The invitation lapsed before being accepted.

No resend button

There is no "resend invitation" action. If an invitation expires or the person cannot find it, simply invite the same email or phone number again.

Team Members tab

Team rosters are managed on the team's detail page, under the Members tab. The table lists each member with their identifier and role.

A person belongs to one team. Someone already on another team shows greyed out in the picker; remove them from that team first. Business unit admins still see every team in their unit while sitting on one.

To add someone:

1. Click Add member.
2. Pick a person from the organization directory. They keep the role they already hold: a business unit admin joins the team as a business unit admin, and someone with no role yet joins as a member. There is no role to choose. Someone who was waiting to be placed moves onto the team with the role they joined with.

The Members tab only places people who are already in ContentsCapture. If someone is not in the list, they need to join from ContentsEstimation first (or be set up by Adjust Square).

Per row you can Edit role or Remove. Removing someone shows the note "They will lose access until re-added"; their captures and history stay intact, and re-adding them restores access instantly.

In an organization connected to ContentsEstimation, a person's main seat, the one ContentsEstimation gave them, is changed on the People and Roles tabs, not here.

Best practices

• Give people the smallest role that fits their job. Most field staff should be members. See Roles and permissions.
• Share one assignment with outsiders instead of adding contractors to your org directory. Revoke when the loss closes.
• Keep phone numbers right in ContentsEstimation. People sign in to the app with their phone, so a wrong number there means they cannot get in.
• Deactivate promptly when someone leaves. It is recoverable, so there is no reason to wait.
• Watch the pending list after a hiring wave. Anyone still pending after a few days probably has a wrong phone number or email.

Bringing somebody in

People join from ContentsEstimation (or are set up by Adjust Square). Once they exist, they appear on the People tab and can sign in straight away. From there you decide which crew they work on and what role they hold.

Putting them on a crew

A role says what somebody may do; crew membership says which work they see. In My Team, switch to the crews tab, open the crew, and add them as a member.

Changing a role later

Roles can be changed at any time from the Roles tab of My Team. Every change is written to the audit log.