How to add team members
Click the 3 dots in the bottom left corner where your name is.
Choose "My Organization".
Scroll down to "Add Company Member"
Here you can add an email and choose the role of the member. As a standard there is only a administrator role. Scroll down to find the settings for creating new roles.
How to add or modify roles for team members
Click the 3 dots in the left corner where your name is.
Choose "My Organization".
Scroll down to "Company Members"
Here you find a list of all of the people that are part of your company. You can remove them and change their role.
Scroll down to "Roles" if you want to manage the roles of your company members. Here you can modify, add or delete roles (max 30 custom roles).
Transfer of ownership of a company
If ownership of an account needs to be transferred to a new person, please contact us via email or chatbot. This is especially relevant if the previous owner has left the company and their email is no longer active, preventing access to the account.
For security reasons, we need to verify that the request comes from the correct organization. This can be confirmed in one of the following ways:
You provide your work email address, and we will send a confirmation email that you must reply to.
You provide written confirmation from an authorized signatory in your organization approving the transfer of account ownership to you.
We generally recommend that account owners invite relevant colleagues to the account before leaving the company, so the organization always retains access.
What is the difference between a team member and a company account?
There are two types of accounts in the system:
Team member: A personal login for an individual user. You can be connected to multiple company accounts as a team member.
Company account: A company profile for a specific organization. A company account can have multiple team members connected, but only one owner.