How to Manage Team Membership
Validated on 21 Jun 2023 - Last edited on 21 Jun 2023
Use Teams & Contacts to securely collaborate with unlimited users, two-factor authentication, and all your projects on a single invoice.
To manage team members, go to Teams & Contacts page from the Control Panel.
The team page lists the teams current membership:
The table includes the full name, e-mail address, member status and last login date of all team members.
Invite New Members
Click the Invite User button to invite more people to the team. On the Invite team members page that opens, enter the full name and email addresses of the person you want to invite, then click Submit. Invitations are sent via email.
When someone has not accepted their invitation to the team, the Status column lists them as pending. The Actions menu for pending team members has two options:
- Edit Contact: Allows you to manage the permissions of the invited user.
- Delete: revokes the invitation to join the team.
Add Team Members
Click the Add New Contact button to add more people to the team. On the Add new contact page that opens, enter all the information for the contact you want to add, then click Submit. After adding, the user is immediately active. No confirmation invitation required.
When a member is added to the team, the status becomes active instantly. The Actions menu for active team members has three options:
- Edit Contact: Allows you to manage all the information and permissions of the added user.
- Login as this contact: Lets you sign in on behalf of the team member.
- Delete: Lets you delete the team member.
Modify Member Roles
Team members can have one of three roles: Full Privileges, Accounting, or Technical Staff. Roles determine a user's level of access to a team's shared resources, billing information, and settings.
| Role | Access Resources | Billing Information | Support Information |
|---|---|---|---|
| Full Privileges | Full access | Full access | Full access |
| Accounting | No access | Full access | No access |
| Technical Staff | Full access | No access | Full access |
Team owners can offer or remove special privileges with no predefined privileges.
