Managing your team in our platform is simple. This guide will walk you through the steps to add, remove, and update users in your workspace.
To perform any of the below functions you will need to be an admin on the account. If you do not have a team member section in your settings menu, please reach out to Customer Success via chat or email to have it added.
Adding a New User
Navigate to the Team Members section in your workspace.
Click on the Invite people button.
A pop-up form will appear where you need to enter:
Email Address (Required)
First Name (Required)
Last Name (Required)
Role Selection (Choose from available roles such as Member or Admin)
Click the Send invite button to send the invitation.
The invited user will receive an email with instructions to join the workspace.
Updating a User's Role
In the Team Members section, locate the user whose role you want to update.
Click on the dropdown under the Role column next to their name.
Select the new role from the available options.
Changes are saved automatically.
Removing a User
Navigate to the Team Members section.
Find the user you want to remove.
Click on the trash bin icon next to their name.
Confirm the deletion when prompted.
The user will be removed from the workspace immediately.
By following these steps, you can efficiently manage your team members, ensuring the right people have the right access to your workspace. If you have any questions, please contact our support team.