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Manage Team and Roles

What does this do for me?

The Team screen lets you invite colleagues, assign roles, and see who has access to your organization. Roles control what each team member can see and change.

Roles

Invite a team member

  1. Open Team in the signed-in portal.
  2. Choose Invite Member.
  3. Enter the person’s email and select their role.
  4. Choose Send Invitation. The invitee receives an email to join your organization.

Manage existing members

  • Choose a member to view their current role.
  • To change a role, use the Edit option in the member’s row.
  • To remove a member, choose Remove in the member’s row.
Your plan sets a seat limit. The Team screen shows how many seats are used.