As an Account Admin, you have full control over who’s on your team and what they can access. In the Team Members section of your Account Settings, you can invite new members, assign roles, and manage permissions—all in one place.
To do this:
Click your account name in the bottom-left corner.
Select Account Settings.
Go to the Account tab, then click Team Members.
Adding Team Members
To add a new team member, click the + Add Member button in the top right corner of the Team Members page. Enter the person’s email address and choose their role:
Account Admin: Can manage account settings, invite or remove team members, and access all projects.
Account User: Has access to account projects but cannot modify account settings.
Click Save to send an email invitation to the new team member, valid for 72 hours.
Managing Team Members
To manage existing team members, hover over the three dots next to their name and choose from the following options:
Edit Member: Update the user’s email address or change their role.
Remove Member: Permanently removes the user and revokes their account access.
Resend Invitation: Sends a new invitation email if the original was missed or expired.
Sort and Filter
To easily locate team members, use the following options:
Sort: Arrange members in alphabetical order.
Filter: Group members by their role (Account Admin or Account User).
Search: Use the search bar to find a member by name or email address.
These tools are especially helpful for managing large teams efficiently.