You can invite anyone on your team to view or collaborate with you on all your projects, notes and Key Insights in Aurelius.

Click on Settings > click "Add Team Members" > enter their email address > click "Send Invites"

To make another team member an admin in Aurelius, select the Admin permissions from the dropdown when inviting them.

If you want to make an existing person an Admin, go to their account and click "Edit Access & Permissions".
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Admin permissions give that person the ability to invite other team members, delete team members, promote new Admins, remove Admins and change the details of your company in Aurelius.

Only Admins can access the Settings page to manage SSO, update integrations, create/manage custom types and your company information.

Team Members permissions allow that user to view, create, edit and delete within Aurelius.

Read-Only permissions allow that user only to view areas they've been given access to in Aurelius.

*Read-Only permissions are available in our Enterprise plan

When inviting new people to your team, you can choose to give them access to everything or only specific projects.

"Everything" allows access to:

"Only Specific Projects" allows access only to those projects you choose. Those users will not be able to access any other areas in Aurelius.

When inviting new users with "Only Specific Projects" access, they can be Team Members or Read-Only.

Team Member access will allow those users to view, edit and delete within those projects you give them access to.

Read-Only users will can only view the projects you've given them access to.

*Only Specific Project access permissions are available in our Enterprise plan

To remove someone from your company in Aurelius simply click on your company name > find the team member > click "Delete"