Settings
Company Account
Team Members
6min
- Navigate to Settings > Company Account > Team Members
- Click Add (+)
- Fill out all the required information
- Save
The newly added user will receive an email to set their password, so be sure to use a valid email address.
Only users with Owner permissions can create, edit, and/or delete users.
See the table below for a list of Roles and what parts of the platform those roles have access to.
There are also some overrides to the default Role Permissions cited in Members Settings.
- Navigate to Settings > Company Account > Team Members
- Click on the row with the member you'd like to disable
- Click on the more menu (...) in the top right corner of the slideout
- Click "Disable Member"
- If the team member is already disabled, you will have the option to enable them instead.
To confirm that a team member has been disabled, click on their row again. If they have been disabled, there will be a red alert saying "This user is disabled."
- Navigate to Settings > Company Account > Team Members
- Click on the more menu (...) in the top right corner
- Click on "Download CSV"
To access other settings for team members, check out Members Settings
