Platform
Team Management
Invite teammates, assign roles, and keep access aligned with responsibilities.
The Team page
The Team page lists every member of your organization with their role and status. Administrators and organization managers use it to invite new members, adjust roles, and remove access when someone leaves.
Inviting a teammate
- 1
Open Team and choose Invite
Enter the teammate’s email address — they’ll receive an invitation to join your organization.
- 2
Assign a role
Pick the role that matches their responsibilities. Roles bundle privileges, which control which modules they can open.
- 3
They join via the invite link
Once accepted, the teammate appears in the team list and can sign in immediately.
Grant the least access that lets someone do their job — you can always widen a role later. Module visibility rules are described in Organizations & Roles.
Everyday administration
- Change a role — update it from the member's row; access changes take effect on their next page load.
- Remove a member — removal revokes access to this organization only; their accounts in other organizations are unaffected.
- Multiple organizations — a user invited to several organizations switches between them from the header without separate accounts.