Team Management

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Objective

Manage tenant users, roles, and invitations.

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Access

Sidebar -> Team Path: /app//team

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Roles

• owner, admin (full management)
• agent, viewer (read only)

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Invite a member

1. Press Invite Team Member.
2. Complete Email and Role.
3. Press Send Invitation.

Fields:

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Change a user’s role

1. In the table, open Actions (menu).
2. Select the new role.
3. Confirm.

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Activate/deactivate user

1. In the table, open Actions.
2. Press Deactivate User or Activate User.
3. Confirm.

Notes:

• You cannot modify your own username.
• The owner role is fixed.

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Pending invitations

• They are listed in Pending Invitations.
• Shows email, role, guest by, expiration.

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Good practices

• Use viewer for read-only access.
• Deactivate users who do not require access.

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Screenshot