In business accounts and municipal systems, managing user roles, including adding and removing administrators and members, is crucial for maintaining operational integrity and security. It's important to note that ONLY business account administrators and municipal authorities have the permissions to invite new administrators or members and to remove existing ones from business accounts. A key policy to remember is that at least one administrator must remain in the account to ensure continuous access and management capabilities.
Managing Business Accounts
To manage your business accounts, follow these steps:
- Accessing Business Information:
- Go to the "My Businesses" section on your dashboard.
- Click on the name link of the desired business account to navigate to the "Business Information" view.
Inviting a Member to the Business Account
Members have view-only access to business account details. To add a member:
- Adding a User:
- In the "Business Information" view, locate the "Users in Business" section.
- Click the "Add User" button to initiate the process of adding a new user.
- Specifying User Role:
- Choose "Members" when prompted to specify the role for the new user, indicating that this user will be added as a member to your business account.
- Sending the Invitation:
- Enter the prospective member's email address and click "Add User" to send the invitation.
- Enter the prospective member's email address and click "Add User" to send the invitation.
Upon sending the invitation, the status of the invitee will be displayed next to their name, with a gray color code indicating that the invitation is pending acceptance. 
The invitee will find the invitation in the "Tasks and Requests" section of their dashboard. Upon accepting the invitation, the color code next to their name in the "Users in Business" section will turn green, signifying active status.
The newly added member, after accepting the invitation, will be directed to the "Business Information" view of the account. Here, they can view the business information but are not permitted to make any changes. 
Additionally, the member will have access to the application workspace, allowing them to view ongoing processes and applications associated with the business account. This system ensures that business account administration and member roles are clearly defined and securely managed.