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How can I manage team members in my account?
Created on 2017-12-12 12:24:00; Last updated on 2020-09-28 09:00:08
In the profile page, click the “Edit” button in the bottom left box.
A sidebar will appear, with the possibility to add a user, or edit the existing ones. Simply click one of the names to edit the user:
From there, you can edit the users’ name, email, title and role:
|Admin||All access, enabling the user to edit users, account details and profile details|
|User||All access except adding or removing users, editing account details and updating profile details|
|View-only user||Users in view-only can see documents and account details, but cannot send documents or edit any account information|
You can also choose to make the team member visible on the profile page or not, and remove the user if you wish.
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