Teams

Teams are groups of organization members working on shared projects. Organization owners can assign roles to the individuals giving them different sets of access in the organization.

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Add member

note

Only Owner and Admin users can add members to a team.

1. Click on + New Member button in settings/team page.

   Add Member Button

2. Enter the email id in the search box. The user should already be registered with Copilot platform.

   Select Member

3. Once everything looks fine, click on Add button to add the user as a team member.

   Add Member Form

Maximum number of users

There is no limit to the maximum number of users that can be a part of the organization's team.

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Edit member

note

Only Owner and Admin users can edit members. An Owner cannot be edited.

1. Select the team member from the list.
2. Edit the user's role from the dropdown.

   Edit Member

3. Click on the Save button to save the update.

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Delete member

note

Only Owner and Admin users can delete members from the team. An Owner cannot be deleted.

1. Select the team member to be deleted from the list.
2. Click on the Delete button to delete the member.

   Delete Member

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User Roles

There can be three types of roles.

Owner

An owner is a user who created the organization. Hence, there can be only one owner in an organization. The owner entry is already created on the Teams page. An owner can add, edit & delete members.

Admin

Admins are team members who have admin access to an organization. They can add, edit & delete members (except for the Owner).

Member

Members only have view access to other members.