Team
Invite teammates into the workspace, choose their role, edit departments, and free a seat when you reach your plan's cap.
Settings > Team lists everyone with dashboard access to your workspace. Your own end users are on Users, not here.
Before you start
- Only an admin can invite, edit or remove. Every member can read the list and the Permissions table.
- Members plus pending invitations count against your plan's seat cap. The cap per plan is on Billing.
Setting it up
Invite member asks for an Email, an optional Full Name, an optional Department suggested from the departments already in use, and a Role. There are two roles, Admin and Member, and the Permissions table on the page lists what each can do, area by area. An invited member can use any email address.
From a row's menu, Edit changes that member's department. Remove member removes an active member; on an invited row the same action cancels the invitation.
What it changes
- A role is set at invite time. There is no control here to change it afterwards.
- Removing a member takes effect immediately and cannot be undone.
- At the seat cap, Invite member is disabled and says why. Existing members keep their access; remove someone or change plan to invite again.