People & access

People & access is where you manage everyone who can reach the admin console. You invite people by email, change their roles, edit identity details, review the permissions each role has, connect an external directory to surface candidates automatically, and grant or revoke access.

You reach it from the account menu in the top right, then Settings, then the People & access section. It is not in the main sidebar. You can also open it directly at /team.

How the page is organized

The page has four tabs along the top. Members and Invites show a live count next to their label.

At the top of every tab there is an Invite team member button.

Roles

Three roles are available. The word "Inspector" is the default label and can be configured per shell.

Roles & permissions matrix

The Roles & permissions tab shows a read-only matrix of the built-in roles and what each one can do. These are system roles and you cannot edit them. Each role column shows the number of active people who currently hold that role.

The matrix groups capabilities like this:

Invite a member

Use invites to add people who do not yet have an Auditmark account, or who need to join your specific organization.

1. Select Invite team member at the top of the page.
2. Enter the person's email address and choose a role. The options are Inspector, Admin, and Approver. The Approver option notes that the role reviews completed inspections and decides to approve, request changes, or reject.
3. Toggle Send invite email on or off. When it is on, Auditmark emails the invite to that address. When it is off, you distribute the code and link yourself.
4. Select Create invite.
5. After creation, you see the invite code and link. Use Copy link + code to copy both to your clipboard in one step. A confirmation message tells you the link was copied.

The dialog tells the person they can join by opening the link, or by signing in with Google or Microsoft and entering the code when prompted. Either path lands them in the right organization.

To re-share an invite that already exists, use the Invites tab.

Members

The Members tab lists everyone who has accepted an invite or been activated from a directory source. When there are no members yet, the table shows "No members yet."

Edit a member

Select Edit on any row to open a form where you set the member's first name, last name, and position. Select Save to apply.

Deactivate a member

Select Deactivate on an active member's row. A confirmation dialog explains that the member loses access to the admin console and that the change can be reversed later. After you confirm, the row stays visible with status Deactivated.

The Deactivate action only appears on active rows.

Candidates

The Candidates tab has two parts: the directory sources you have connected, and the external candidates those sources surface.

Directory sources

Directory sources connect an integration so people sync automatically into the candidates list, without sending individual invites. Each connection can have one directory source. Before you add a source you need an active connection. See Integrations to set one up.

To connect a source:

1. Select Connect directory.
2. Choose an integration connection from the list. Each option shows the provider and, when set, the connection title. If you have no active connections, the dialog tells you to add an integration first.
3. Select Connect.

The directory sources table:

When there are no sources, the table shows "No directory sources yet. Connect one to start syncing people."

To run an immediate sync, select Sync now on a source row. When the run finishes, a toast reports the outcome:

External candidates

External candidates are people surfaced from a connected directory source. They are not yet members. You review each one and decide whether to grant access. When there are none, the table shows "No candidates yet. Connect a directory source to start syncing people."

Grant access

For a candidate with status candidate or revoked:

1. Choose a role from the selector on their row. The options are Inspector and Admin. Approver is not offered for directory-sourced candidates.
2. Select Grant. The status changes to granted, and the row shows "Awaiting first login."

After the person signs in for the first time, the status changes to activated and they appear as an active member in the Members tab. The activated row shows "Active member".

While a candidate is granted but has not yet logged in, select Revoke on the row to cancel before they sign in.

Left source

When a person no longer appears in the connected external directory, Auditmark flags them with source status "Left source" and shows a Review button on the row. Auditmark never auto-revokes access. You act explicitly:

1. Select Review.
2. The dialog explains that the person no longer appears in the connected directory.
3. Choose Revoke access to remove their access, or Dismiss to keep their account active and clear the notice.

Invites

The Invites tab lists invitations you have created that have not yet been redeemed. When there are none, the table shows "No pending invites."

Copy invite

Select Copy invite on a row to create a fresh invite for the same email and role, with the send-email toggle off, and copy the new link and code to your clipboard. The original invite stays valid until it expires or is revoked.

Revoke

Select Revoke to cancel an invite immediately. The link and code stop working. To give the person access again, create a new invite.

Related pages

• Integrations: set up the connections that power directory sources.
• Approvals: how the Approver role fits into the inspection lifecycle.
• Inspections: assign inspectors and track inspection progress.