Add team member
Only the account owner and team members with admin permission can invite team members to an account.
- Click on the Profile icon on the top right of the dashboard
- Locate and click Team from the sidebar menu
- Click on the Invite user button
- Fill up your team member's details and start inviting people.
- An invitation email will send to your team member.
Edit team member
Only the account owner and team members with admin permission can edit team members.
- Click on the Profile icon on the top right of the dashboard
- Locate and click Team from the sidebar menu
- Click on the Edit permission button
- You can amend the member's permission such as user roles and assigned projects.
- After saving successfully, the new changes on the team member accounts will take effect immediately.
Permission level
There are 4 user roles that you can select for members.
- Owner: Organization's owner has the highest permissions. This role can manage multiple projects, users and bills
- Admin: Admin has permission to manage multiple projects, teams and bills
- User: User has permission to manage the assigned projects only
- Viewer: Viewer can view project data only
Revoke access
When you want to remove an existing user's access to an organization, you can revoke their access by following these steps:
- Click on the Profile icon on the top right of the dashboard
- Locate and click Team from the sidebar menu
- Select the member and click on the Revoke button
- Click on the Delete button to revoke access from the user. This action can never be undone.
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