Managing your team

Admins manage team members from Platform > Users. From there you can invite new users, assign them to tools, and suspend or deactivate an account when someone leaves.

Inviting people

An invitation is sent by email with a role attached. Once accepted, the new user signs in and sees the tools they have been given a seat on.

Seats

Most tools in your subscription have a number of seats available. Assigning a user to a tool uses one of that tool's seats; removing the assignment frees the seat again. Your admin can see how many seats are available for each tool from the dashboard and the Users page.

Roles

• Admin - full access, including user management, billing, and settings.
• Member - day-to-day use of the tools they have a seat on.
• Read-only - can view records but cannot make changes.

If you cannot access a tool or feature you expect to, check with your admin - you may need a seat on that tool, or your role may not include that permission.