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Inviting additional members to the platform
Inviting additional members to the platform
Alex avatar
Written by Alex
Updated over a week ago

Teams allow multi-level organizations to collaborate at scale with secure sharing of assets and seamless permissions functionality.

In order to access and manage users within your organization, click Manage on the lefthand sidebar.

How to add members as an Admin

In all tabs, you are able to invite new members. In order to add members to your team, click on Invite users in the upper righthand corner.

You can invite members by either:

  1. Copying the invite link and sharing with your teammates

  2. Inputting the email address of the teammate you'd like to add

If you're inviting a member by email: once you've clicked Invite new member, an email will be sent from [email protected] with a password reset. Once the invite is accepted, the new team member will be added to your organization with the role you specified.

Learn how to make and manage teams here.

Members tab (Admin View)

The Members tab allows you to search through all existing members and edit the role of a member.

How to edit member roles as an Admin

In each member's row, you can edit their role by clicking on the dropdown symbol next to their current role or remove them from your organization.

Note: if you remove a user, they will no longer have access to any of your codes or folders.


Teams tab (Admin View)

The Teams tab allows you to create new teams, edit existing members within a team, and add members within your organization to teams.

Members tab (View Only/Member View)

When you log in with the Member or View Only permission, you will be able to see your Org details and a list of the members in your org.

Members will also be able to find other members by typing their name, instead of scrolling.

For more Teams-related information, check out the following articles:

For any additional questions, please email our team here or reach out to your dedicated Customer Success Manager.

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