Team & Multi-Tenant Access
TeamThe Team plan allows multiple users to share a single RadiusOS workspace. All contacts, pipeline data, tasks, and settings are shared within the organization.
Inviting team members
Go to Settings → Members
Only the organization owner and admins can invite new members.
Click "Invite Member"
Enter the email address of the person you want to add. They'll receive an email invitation with a link to create a RadiusOS account and join your organization.
Set their role
Admin and Member is Clerk's setting and it controls who can change the organisation itself. What they see inside your workspace is the Who sees what list at the top of the same page: Owner, Office or Field.
Who sees what
Settings then Members has a Who sees what list. Set each person to one of three:
- Owner. Everything, including billing and who else gets in.
- Office. Everything except billing and adding people. Sees what jobs cost.
- Field. Can work the jobs and record what happened. Never sees costs, margins, expenses, your price book, the reports, or the billing page.
Everybody already in your workspace is an Owner. Nothing changed for them when this shipped. Somebody becomes an Office or a Field user only when you set them to one.
Field is the one to reach for when you bring on a sub or a tech. They can do the work and record it; the profit on the job is not on their screen, and it is not in anything their browser can ask for either, which is the part that matters.
That includes the AI assistant. Ask RadiusOS runs on the same connection as everything else, so a Field user asking it what a job made gets the job and not the number. The same is true of a connected Claude Desktop or any other assistant using their own key.
Two people cannot be changed: yourself, and whoever set the workspace up. That is how an owner would lock themselves out of their own business, so we do not let it happen. Ask another owner if you need your own changed.
Field hides the money. It does not yet limit WHICH customers and jobs someone can open, so a Field user can still see every customer in your workspace: names, addresses and phone numbers. We would rather say that plainly than let you find out. Limiting it by who is assigned needs jobs to point at a person rather than a name, which is the next piece of this.
Data isolation
Each organization's data is fully isolated from other organizations. If a user belongs to multiple organizations (e.g., you're a contractor working for two clients), they can switch between orgs from the account menu - each org is a separate workspace.
Gmail integration is per-user. Each team member connects their own Gmail account. Email threads are only visible to the user who synced them, not shared across the team.
Removing a member
Go to Settings → Members, click the three-dot menu next to a member, and select Remove from organization. The member loses access immediately. Their tasks and contact edits remain in the workspace.