Team

Use the Team page to manage the members of your account.

Invite Users

Follow these steps on the Team page to invite a new team member to your account:

Step 1: Select Invite members

Step 2: Enter Email Address

Enter the email address of the user to invite. Then choose the appropriate Role. See below for the full list of permissions of roles.

Step 3: Select Invite

Now select the Invite button. An email will be generated and sent to the email address specified. Upon receipt, the user can accept the invitation via the link within the email.

Step 4: User Accepts Invitation

After selecting the link in the invitation email, the user will be navigated to the registration / sign-in form. If they are a new user to the system, they will select Sign Up, otherwise if they are already a user (perhaps as a member of another account already) then they can just sign in with their existing credentials.

Step 5: Email Address Verification (new users only)

After registration (a new user) and acceptance of the invitation, an email will be generated and sent to the email address specified whereby the user can verify their email address. Once the user selects the link within the email, they can navigate back to the application where they can then log in using the credentials specified in Step 4.

Team Members tab

You can also utilize the Team tab (Owners / Administrators / Editors only) to manage team members of your account, ie:

• Modify a users role. Select the new role from the dropdown list

• View a users profile. From the right hand action menu, select View profile

• Remove a user. From the right hand action menu, select Remove user and confirm your selection

• Manage users with a pending invitation. The status will be "Invite pending" and use the right hand action menu to resend the invitation (another invite email is sent) or cancel the invitation (removed from the account)

• Manage users with a request to join. If the account requires Admin approval to join the account, then the status will be "Access requested" and use the right hand action menu to approve (user will be allowed to join) or deny (user will be removed from the account) the request

Permissions

Permissions are based on the role of a user. Owners / Administrators can change the role of an existing user. However, only the Owner of the account can make another user the Owner (and when doing so the previous Owner will become an Administrator). To change the role of a user, simply select the new role from the dropdown list and it will be saved. The following roles are available:

• Owner - the user that originally created the account. Has access to all functions

• Administrator - has access to most of the functions an Owner does

• Editor - can edit content but does not have access to the administrative functions

• Billing - has access to the Plans and Billing page. Cannot edit content (read-only)

• Reader - has access to most functions but cannot edit content (read-only)

The following grid displays the features/functions in the system and which roles have access to them: