Team & Roles — Polier Help

In this guide

Invite a team member
Roles explained
What each role can do
Change a member's role
Remove a member

1. Invite a team member

Go to Project Settings → Team. Click Invite Member.

Enter the person's email address and choose their role. Click Send Invite.

They receive an email with a link. If they don't have a Polier account yet, they'll be prompted to create one — free, no credit card required.

Tip: Invites expire after 7 days. If someone hasn't accepted, go to Team → Pending Invites and click Resend.

2. Roles explained

Polier has 5 project roles:

Project Admin — Full access. Can invite and remove members, change project settings, delete content, and generate reports. Typically the project manager or main account holder on a project.

Project Editor — Can create and edit all content: issues, daily logs, plans, reports, and procurement records. Cannot manage team members or change project settings.

Site Manager — Daily log access and issue management. Can create issues, fill in daily logs, and view plans. Cannot change settings, manage procurement, or configure reports.

Contributor — Can log issues and fill in daily log sections they're assigned to. Cannot view procurement, plans, or reports. Suited to site workers and trade teams reporting defects.

Viewer — Read-only access to all project content. Cannot create or edit anything. Suited to clients, auditors, and external consultants who need visibility without making changes.

3. What each role can do

Creating issues: Project Admin, Project Editor, Site Manager, and Contributor can all create new issues. Viewers cannot.

Editing others' issues: Project Admin and Project Editor can edit any issue. Site Managers can edit issues they created or are assigned to. Contributors and Viewers cannot edit others' issues.

Daily logs: Project Admin, Project Editor, Site Manager, and Contributor can all create and edit daily log entries. Viewers have read-only access to the daily log.

Plans — viewing: All roles can view plan sheets.

Plans — upload and management: Project Admin and Project Editor can upload plans, replace revisions, and manage the sheet library. Other roles cannot.

Reports — generating: Project Admin and Project Editor can generate and export reports. Other roles cannot configure or generate reports.

Procurement: Project Admin and Project Editor have full procurement access. Site Managers can view procurement records but cannot create requisitions or raise POs. Contributors and Viewers have no procurement access.

Team management: Only the Project Admin can invite members, change roles, and remove people from a project.

Tip: Subcontractors and clients work well as Viewer or Contributor. They only see the project you invite them to — never your other projects or any other data in your organisation.

4. Change a member's role

Go to Project Settings → Team. Find the member in the list. Click the role dropdown next to their name. Select the new role. The change takes effect immediately — no confirmation email is sent.

5. Remove a member

Go to Project Settings → Team. Find the member. Click the three-dot menu (⋯) next to their name and select Remove from project.

The member loses access immediately. All their past contributions — issues logged, daily log entries, comments — remain in the project and are preserved.

If you accidentally remove someone, invite them again using the same email address. Their full history is automatically restored.