Team Management
Team Management
Manage users, roles, and permissions.
Team Settings
Access from Settings → Team.
User Roles
Role Overview
| Role | Description | Permissions |
|---|---|---|
| Admin | Full access | Everything |
| Manager | Team lead | Most features, limited settings |
| CSM | Standard user | Account management |
| Viewer | Read-only | View only |
Permission Matrix
| Feature | Admin | Manager | CSM | Viewer |
|---|---|---|---|---|
| View accounts | ✓ | ✓ | Assigned | Assigned |
| Edit accounts | ✓ | ✓ | ✓ | ✗ |
| Delete accounts | ✓ | ✗ | ✗ | ✗ |
| Create workflows | ✓ | ✓ | ✓ | ✗ |
| Manage workflows | ✓ | ✓ | ✗ | ✗ |
| View reports | ✓ | ✓ | ✓ | ✓ |
| Export data | ✓ | ✓ | ✓ | ✗ |
| Manage team | ✓ | ✗ | ✗ | ✗ |
| Billing | ✓ | ✗ | ✗ | ✗ |
| Settings | ✓ | Limited | ✗ | ✗ |
Inviting Users
Send Invitation
- Click Invite Members
- Enter email address(es)
- Select role
- Click Send Invitation
Invitation Options
| Option | Description |
|---|---|
| Role | Assign initial role |
| Message | Add personal note |
| Expiration | Invitation valid for 7 days |
Managing Users
Edit User
Change user settings:
| Setting | Modifiable By |
|---|---|
| Name | User, Admin |
| Admin | |
| Role | Admin |
| Department | Admin |
| Manager | Admin |
Deactivate User
Temporarily disable access:
- Click user
- Click Deactivate
- User cannot log in
- Data preserved
Remove User
Permanently remove:
- Click user
- Click Remove
- Confirm action
- User deleted
Departments
Organize users by team:
| Action | Description |
|---|---|
| Create | Add new department |
| Rename | Change name |
| Delete | Remove department |
| Reassign | Move users |
Reporting Structure
Set up manager relationships:
- Go to Reporting Structure
- Drag users under managers
- Hierarchy shown
- Auto-assign from structure
Bulk Actions
Perform on multiple users:
| Action | Use Case |
|---|---|
| Export | Download user list |
| Change Role | Batch role update |
| Add to Department | Batch assignment |
Best Practices
| Practice | Benefit |
|---|---|
| Minimum admin | Security |
| Role-based access | Clarity |
| Regular reviews | Clean permissions |
| Document changes | Audit trail |