Manage team in your organization

Overview

Add team member

Edit team member

Permission level

Revoke access

Add team member 

Only the account owner and team members with admin permission can invite team members to an account.

1. Click on the Profile icon on the top right of the dashboard
2. Locate and click Team from the sidebar menu
3. Click on the Invite user button
4. Fill up your team member's details and start inviting people. 
5. An invitation email will send to your team member. 

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Edit team member 

Only the account owner and team members with admin permission can edit team members.

1. Click on the Profile icon on the top right of the dashboard
2. Locate and click Team from the sidebar menu
3. Click on the Edit permission button
4. You can amend the member's permission such as user roles and assigned projects. 
5. After saving successfully, the new changes on the team member accounts will take effect immediately. 

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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

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Revoke access

When you want to remove an existing user's access to an organization, you can revoke their access by following these steps:

1. Click on the Profile icon on the top right of the dashboard
2. Locate and click Team from the sidebar menu
3. Select the member and click on the Revoke button
4. Click on the Delete button to revoke access from the user. This action can never be undone.

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