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The team section shows the users who also have access to the company you are currently managing, as well as their roles and their access levels. To open the team members section, click on your name on the bottom left, and click on ‘Team Members’ Open team members

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Adding a new team member

You can invite a new user to manage the company by clicking on the ‘Add team member’ button on the top right. This will open up a simple form where you can add their information. Add member When you submit the form, an email is automatically sent out, with a temporary password that they will be able to use to log into the platform.
There are three access levels to choose from:
  • Admin
  • Editor
  • Read only
As the name implies, a read only user will only be able to view the information on the page, but will not be able to edit it. An Editor user can read and edit data across the app, but are unable to add/remove team members, or create new companies. An Admin user has full access to all the functionality on the app.

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Removing access

If required, an Admin user can remove access to another user from the app by clicking on the ‘X’ icon next to a user’s name. This opens up a confirmation form, where the removal of the user from the company has to be confirmed. Remove member