Purpose
The “Team” pane lists the members who have access to the organisation as well as their role, which allows you to adapt each person's rights to their responsibilities.
Invitations are sent by email with a single-use link; as long as they are not accepted, they remain visible in the list of pending invitations, so that you can resend the link or revoke them.
Where to find it
- Account
- Settings
“Team” pane.
Steps
- Open “Settings”, then the “Team” pane, in order to consult the members, their role, and their arrival date.
- In the “Invite someone” section, enter the “Email address” of the person and choose their “Role”.
- Click on “Send the invitation” in order to create the invitation and send the email to the invited person.
- In “Pending invitations”, use “Copy the link” to transmit the link via another channel, or “Revoke” to cancel the invitation.
- To modify a member's rights, choose another role in the “Role” column; to remove their access, click on “Remove access” and confirm.
Good to know
- The available roles are “Owner”, “Administrator”, “Manager”, “Agent”, “Accountant”, “Technician”, and “Viewer”.
- Only the owner and administrators can invite, modify a role, or remove access, and no one can modify their own role.
- If the email cannot be sent, the invitation is still created and the portal invites you to copy the link to transmit it yourself.
- The invited person connects with the invited address; if they do not yet belong to any organisation, the home screen directly proposes the organisation that invited them.
- The number of active accounts is compared to the limit of your plan in the “Subscription” tab.