Teams

In the Teams section, you have full control over managing your team's roles, assigning specific access permissions, and defining their level of involvement. This ensures seamless collaboration by providing team members with the right tools and permissions needed to perform their tasks efficiently.

Members

The Members tab lists all active team members, displaying their roles (e.g., Admin or Owner), status, and details like their last seen activity. You can manage their permissions and make updates as required.

View and manage all active team members, including their roles and activity status.

Collaborator

The Collaborator tab allows you to add external partners or contributors who work on specific projects but are not full-time members of your organization. This feature provides limited access tailored to their responsibilities.

Add external contributors with limited access to collaborate on specific projects.

Invited Users

The Invited Users tab shows individuals who have been invited to join the team but have not yet accepted the invitation. From this tab, you can manage pending invitations and send reminders if necessary.

View and manage pending invitations for team members.

Steps to Invite a User

1. Click the plus (+) icon on the right to open the invitation form.

   Click the plus icon to send an invitation to a new team member or collaborator.

2. Enter the user’s email address and specify whether the user will be an internal Team Member or an external Collaborator with limited access.

   Choose between Team Members and Collaborators when inviting users.

3. Assign the appropriate role, such as Admin or Support Agent, based on the user’s responsibilities.

   Select and assign roles to ensure users have the appropriate permissions.

4. Once the invitation is sent, the user will appear in the Invited Users tab until they accept the invitation.

   You will receive an email invitation to join.

   warning

   When inviting new users, always verify that their roles and permissions align with their responsibilities to prevent unauthorized access to sensitive information.