Team Members

The Team Members section allows account owners to invite teammates, assign roles, and control permissions. Ensure every team member has the right level of access for their responsibilities.

Dashboard Overview

View all team members:

User Roles

Available Roles

Role Permissions

Inviting Team Members

Sending an Invite

1. Click "Invite Team Member"
2. Enter their email address
3. Select a role
4. Add optional message
5. Click "Send Invite"

Invite Process

1. Team member receives email
2. They click the invite link
3. Create their account
4. Access granted based on role

Pending Invites

View and manage pending invitations:

Managing Team Members

Changing Roles

To change a team member's role:

1. Click on the team member
2. Click "Edit Role"
3. Select new role
4. Save changes

Changes take effect immediately.

Suspending Access

To temporarily disable a user:

1. Click on the team member
2. Click "Suspend"
3. Confirm action

The user cannot access the account until reactivated.

Removing Team Members

To permanently remove a user:

1. Click on the team member
2. Click "Remove"
3. Confirm removal

⚠️

Note: This action cannot be undone. The user loses all access.

Custom Roles

Creating Custom Roles

1. Click "Manage Roles"
2. Click "Create Role"
3. Name the role
4. Select permissions
5. Save role

Permission Categories

Activity Tracking

Viewing Activity

See what team members have done:

1. Click on the team member
2. View Activity tab
3. See recent actions

Activity Log

Best Practices

Security Considerations

Access Control

• Only Owner can change Owner
• Limit Admin role to trusted individuals
• Use Viewer role for observers

Audit Trail

All team member actions are logged in Security Logs.

Two-Factor Authentication

All team members 2FA will be enabled by default on their accounts.

Feel free to reach out to [email protected] if you have questions about team management!