How to Manage Team Members

[Screenshot: Settings → Team Members showing the list of team members and the role presets below]

Go to Settings → Team Members to manage everyone on your account.

Viewing your team

At the top you'll see the list of all team members. Click on any team member to open their profile where you can edit their name and email.

You'll also see tabs for Notifications, Security, and Activity, which are currently in development and coming soon.

Inviting a team member

[Screenshot: Invite User popup showing first name, email, and role dropdown]

Click the Invite User button to add someone to your account. Enter their First Name, Email, and select a Role: Owner, Office, Sales, Shop, or Field.

The role dropdown only shows roles at your level or below. For example, if you have the Sales role, you can only invite Sales, Shop, and Field. You cannot invite Office or Owner.

Learn more: How Roles and Permissions Work

Role presets

[Screenshot: Role presets section showing Office, Sales, Field, and Shop with Edit buttons]

Below the team list you'll see Role Presets for Office, Sales, Field, and Shop. Click the Edit button on the right side of any preset to configure the default permissions for that role.

Custom roles are coming soon.

Individual user permissions

You can also set permissions on a per-user basis. Click on any team member and you'll see the same Permissions tab that appears in the role presets. This lets you customize permissions for a specific person without changing the preset for everyone else.

For example, someone might have the Sales role but you want to turn off their ability to see costs. You can do that on their individual profile without affecting other salespeople.

Learn more: How Roles and Permissions Work

Related articles:

• How Roles and Permissions Work

• How to Invite Your Team