Members & Teams

📄️ Account Types & Privileges

Account roles are designed to limit access to the company data to only authorized individuals.

📄️ Filter Members

This article shows you how to search for members of an account by the following categories:

📄️ Change User Name

Owner and Admins of the Account can update the user name by following the steps below:

📄️ Create Teams

Create teams and assign them to Admins so they can manage Application Settingsfor themselves as well as the members within their teams.

📄️ Invite Members and Designate Roles

Privilege

📄️ Assign Teams to Admins

* The Owner can assign created Teams to Admins so they can manage settings for their Teams.

📄️ If Your Colleagues Don't Receive The Emails to Set Password

Normally after you create an account for your colleague, he should receive a notification with a link to set a password within minutes. However, if he does not after about 10 minutes, he needs to do the following:

📄️ Manage Permission Group

The Owner of the organization can decide which access to give to which Admins using different Permission Groups.

📄️ VIP Members

Overview