Manage your team
What does this do for me?
The team page lets you invite colleagues, see who has access to your account, and manage their workspace memberships.Open team
- Sign in at
entityshield.app. - Select Team in the sidebar.
Invite a team member
- Select Invite User.
- Enter the person’s email address.
- Choose a role. Roles control what the member can see and do. The Executive role is not offered in the invitation picker; it is assigned separately from the entity’s People tab.
- Select Send Invitation. The person receives an email with a link to accept.
View team members
The team page shows two tabs:- Members — lists every user in your account with their display name, email, role, and status.
- Workspace Memberships — shows entity and location workspace assignments for each member.
Remove a member
Find the member in the list. Open their menu and select Remove. Confirm the action.Workspace role labels
Roles in the workspace portal include:- Owner — full control over the workspace.
- Manager — manage content and members.
- Staff — access assigned modules.
- Regional Manager — manage content across multiple locations.
- Executive — executive read and write access.