Add team members to an organization

Add new 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. 

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 projects, users and bills
  • Admin: Admin has permission to manage projects, teams and bills
  • User: User has permission to manage projects but cannot invite users
  • Viewer: Viewer can only view data but cannot access settings

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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