π To complete the steps in this article, you must have Admin permission. Learn more about permissions here.
Access your Company Account
Click on your name at the top-right corner and select Manage Account
Select Team from the left-side menu
Adding Collaborators
Select +Add Collaborator
Add in all team members' emails, separated by commas
Select their permission level from the drop-down menu (learn more about each permission level in the article Permissions in Acelab)
You can change permission levels any time
Check the box if you want to let anyone with your company's email address join automatically, without needing an Admin's approval or invitation
Click Invite Collaborator
Tip: For a seamless roll out, let your team know about the incoming invitations and ask them to check their spam folders.
Note: Collaborators added to the company will have access to the Firm Library, but they wonβt automatically gain access to all projects. Team members need to be added to each project from the project's page. To learn more about adding collaborators to projects, check out this article.
Managing Pending Requests
Collaborators who have received an invitation but have not yet accepted it, will appear in the Pending Requests section
Collaborators who have requested to join the company will also appear in the Pending Requestes section
As an Admin you can:
Can Cancel a pending invitation that was sent out
Approve a collaborator's request to join the company
Deny a collaborator's request to join the company
Resend Invite if a collaborator has not received the previous invitation
Change permission levels using the drop-down menu
Note: Collaborators whose email address do not match your company email domain will be noted as "External".
Removing Collaborators
If a team member leaves the company, click on the Remove button next to their name to revoke their access to the company workspace
Note: This action irreversible, so please ensure that this is the desired action. To rejoin the firm on Acelab, team members will need a new invite from an Admin.
Adjusting Permission Levels
You may adjust permission levels after collaborators have accepted their invitation
Use the drop-down menu next to their name to select a permission level
π Keep Learning π
Next: Firm Library Overview