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Manage Members and Permissions

Adding Members

To add a new member to your team, go to the Team section in your account settings. Click on Add Member, enter their email address, and send them an invitation to join your team. They will receive an email with instructions on how to join.

Setting Permissions

Once a member has been added, you can set their permissions. Permissions determine what a member can and cannot do within the software.

Types of Permissions

  • Admin — Can manage all aspects of the team and its data.
  • Editor — Can view and edit data, but cannot delete it.
  • Viewer — Can only view data.

Changing Permissions

You can change a member’s permissions at any time. Go to the Team section in your account settings, find the member whose permissions you want to change, and select the new permissions from the dropdown menu.

Removing Members

If a member leaves your team, you can remove them from your account. Go to the Team section in your account settings, find the member you want to remove, and click Remove.