Managing team members

Before you begin

• You must be the Account Owner or have the Manage Users role.
• From the Dashboard sidebar, go to Settings > Team members.

Inviting a new team member

1. On the Team members page, click Add team member.
2. Enter the team member's email address.
3. Under Permissions, select at least one role. You can also click Select all to assign every role. See Roles & permissions for help choosing the right roles.
4. Click Create.
5. The team member will receive an email with an invitation link.

What the invited person needs to do

The invited team member will need to:

1. Click the invitation link in the email.
2. Fill out the signup form with their first name, last name, mobile number, and department (selected from a dropdown).
3. Create a password that meets the following requirements:
   • At least 12 characters
   • At least one uppercase letter
   • At least one number
   • At least one special character: !, @, #, $, %, ^, &, or *
4. Click Sign up.

Once they complete signup, they will appear in the Members tab of your Team members page.

Invitation limits

• Up to 150 outstanding invitations per account at any time.
• Invitations expire after 30 days. Resend an expired invitation to generate a new link.
• You cannot invite an email address that already has a pending or expired invitation — resend the existing one instead.

Viewing your team

The Team members page has two tabs:

• Members — shows all active team members with their name, email address, and permissions. You can see what each role grants by hovering over the role labels.
• Invites — shows all pending and expired invitations with the email address, creation date, permissions, and current status.

Editing a team member's roles

ℹ️

You cannot edit your own roles. You also cannot edit the Account Owner's roles.

1. Go to the Members tab.
2. Click the three-dot menu next to the team member you want to edit.
3. Click Edit permissions.
4. Select or deselect roles as needed. At least one role must remain selected.
5. Click Update.
6. Review the summary of changes — it shows which roles are being added and which are being removed.
7. Click Yes, save changes to confirm.

Removing a team member

❗️

The team member will lose access to the Dashboard. You cannot remove the Account Owner.

1. Go to the Members tab.
2. Click the three-dot menu next to the team member you want to remove.
3. Click Delete member.
4. Type the team member's email address to confirm.
5. Click Delete.

Managing invitations

Resending an invitation

If a team member hasn't received their invitation or the invitation has expired, you can resend it:

1. Go to the Invites tab.
2. Click the three-dot menu next to the invitation.
3. Click Re-send invite.

Resending generates a new invitation link and resets the 30-day expiration. There is a 5-minute cooldown between resends. The remaining time is shown next to the button.

Canceling an invitation

If an invitation is no longer needed:

1. Go to the Invites tab.
2. Click the three-dot menu next to the invitation.
3. Click Delete invite.
4. Confirm the deletion.

The invitation link is revoked immediately and the person can no longer use it to join your account.