As your team grows and changes, you'll want to invite new members, remove those no longer on your team, and edit their permissions as needed. This article will empower you to understand how to manage these changes.
Add Users
To add new users to your team, go to Account, then click Invite Member in the top right corner.
A box will pop up where you can add one or more user at a time. Enter the email(s) and click send!
This user's invitation is now be pending and visible in the Pending Invites section until it's been accepted. This section can be found under the Billing tab and then toggle from Firm Members to Pending Invites.
The invited members will receive instructions in their email's inbox on next steps. If they don't receive their invitation, the invite might be in their spam or junk folder.
Edit User Permissions
As your team's roles change, their access might need to as well. As long as the user has accepted their invitation, editing their permissions is easy!
To edit your team's permissions, click Account on the top of the screen, then click Members & Permissions. From here, you can click into each individual user to update their permissions! For more information on permissions, click this article: Permissions Overview
Remove Users
If a member has left your team and no longer needs access, you'll want to remove their account. Before deleting users, please reassign all their projects and tasks to another member of the team so work is not missed.
Click Account on the left side of the screen, then click Members & Permissions tab at the top of the screen.
Click the 3 vertical dots to the right of the user and click Remove Account. This action cannot be undone, so be sure this is the action you want to take!
