Teams & Contacts Quickstart

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.

Create Teams

1. When you log in to the control panel, you can access the team page from the sidebar menu on the left.

2. No special configuration and activation is required to create a team. Each user can start adding team members from the Teams & Contacts page.

Invite Team Members

Team owners can invite new members to a team.

1. Go to the Teams & Contacts page from the Control Panel.
2. In the Team Members section, click Invite User.
3. Enter the full name and email address of the member you want to invite.
4. Manage the access rights of the member you will invite from the Permissions sections.
5. Click Submit after saving the data.

Add Team Members

You can add a new member to your team.

1. Go to the Teams & Contacts page from the Control Panel.
2. In the Team Members section, click Add New Contact.
3. Fill in all the information of the member to be added.
4. Manage the access rights of the member you will add from the Permissions sections.
5. Click Submit after saving the data.

Modify Member Roles

Team owners can edit any members Permissions.

1. Go to the Teams & Contacts page from the Control Panel.
2. Click the Actions button next to the user whose Permissions you want to edit in the Team Members sections. Then click Edit Contact.
3. When editing the member profile page opens, edit the access privileges in the Permissions sections and click Save Changes.

Sign in on behalf of the Team Members

Team owners can sign in on behalf of members on their team.

1. Go to the Teams & Contacts page from the Control Panel.
2. Click the Actions button next to the user for whom you want to log in. Then click Login as this contact.
3. The platform will automatically redirect you.

Selecting Billing Contacts

Team owners can choose the main account's Billing Contact.

1. Go to the Teams & Contacts page from the Control Panel.
2. Select the team member to use for billing from the Billing Contact sections, then click Save Changes.
3. After the new billing contact is selected, the relevant member will be used in the billing information of the main account.

Delete Team Members

Team owners can delete any team members.

1. Go to the Teams & Contacts page from the Control Panel.
2. Click the Actions button next to the team member you want to delete. Then click Delete.