Team Management

Use Team Management to view, invite, and manage members of your organization. You can assign roles, edit permissions, and re-invite users when needed.

Managing team members and roles

1. You can see the list of all the team members that have been invited and activated their accounts along with the role that has been assigned to them.
2. You can certainly invite new team members by clicking on the Invite Team Member icon and entering the email address of the team member you want to invite.
3. Further, you can send the invite to the new team member along with assigning the role at the same time.
4. In addition, you can click on the pencil icon to change/edit the role of a particular user.
5. If you want to remove a team member you can click on the bin icon to delete the account OR if you have removed a team member and you want to add them back, simply send the invite again along with the role for the particular user.