Plans: Every plan, and Free. Who: owners and admins invite and manage members; only owners grant or change the owner role.
Roles
The person who creates a company is its first owner. A company always has at least one owner. Roles are per company: you can be an owner in one company and a member in another. See Companies.
What each role can do
Everyone can open and read every page in the company, settings included. Controls your role can’t use are locked or left out.
Some features depend on the plan as well as the role. See Plans.
Owners and admins who sign in with a password must use two-step verification. See Account security.
Invite a member
1
Open Settings → Members
Select Invite member.
2
Enter the address and the role
Type their Work email and pick Member or Admin. To make someone an owner, invite them first and change their role after they join.
3
Select Send invitation
They get an email with a link that works for 7 days. The invitation shows under Pending invitations until they answer.
Invitation links and inviting again
The link only works from the invitation email: an invitation seen anywhere else, such as in Settings or the audit trail, can’t be used to join. If the email is lost, the link has expired, or it doesn’t open, invite the same address again. Inviting the same email again replaces the old invitation and sends a new link. To withdraw an invitation, select Cancel invitation next to it under Pending invitations.Change someone’s role
On Settings → Members, pick the new role in the person’s Role column. The change applies at once and is recorded in the audit trail.- Admins can switch people between member and admin.
- Only owners can make someone an owner, or change the role of an owner.
- The last owner can’t be changed: “A company needs at least one owner.”
Hand over ownership
Pharus has no separate transfer step. An owner makes the new person an owner, then either owner changes the old owner’s role to admin or member.Remove a member
On Settings → Members, select the remove icon (Remove member) on the person’s row and confirm. They lose access to the company straight away and leave the on-call rota. Their decisions and audit history stay: names on decisions, approvals, filings and the audit trail belong to the company’s record. Removing someone doesn’t delete their Pharus account or their access to other companies.- You can’t remove yourself. Ask another owner or admin, or delete your account (see Data and deletion).
- Only owners can remove an owner, and never the last one.
You can invite, change roles and remove members also when the workspace is read-only, for example after the trial ends, so the person who will pay can be invited and made owner.