Team Members

adding a team member (aka creating a new user) 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 team member role permissions 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 docid\ c0af42d7j6f1rbxemgtjb how to disable a team member 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 " how to download a csv of the team members navigate to settings > company account > team members click on the more menu ( ) in the top right corner click on "download csv" other team settings to access other settings for team members, check out members settings docid\ c0af42d7j6f1rbxemgtjb