Appoint an Admin

Invite one person as Admin to run the company day to day. You stay the Owner.

1. Open Team & access and select Invite someone.
2. Set Role to Admin and enter their email.
3. Leave No Resource linked unless they already have a row on the schedule. An invitation gives sign-in access; it does not put anyone on the schedule.
4. Select Create invite. If email is set up, CapacityLens sends the invitation. If it isn't, or sending fails, select Copy and send the link privately.

The link is shown only now. If it is lost, revoke the invitation under Outstanding invites and create a new one.

Hand over

When their row in Team & access shows Admin, send them Get the schedule ready. If the invitation is still pending, ask whether they received the email or link.

Next: Owner responsibilities — the decisions that stay with you.