Teammates
The Teammate Management function allows the Account Owner or Administrators to invite team members to the account and assign them specific permissions. All teammates, while having their own separate login credentials and security settings, will share access to the account's data within the boundaries of their assigned permissions.
After logging in, click your profile picture in the top-right corner -> Account -> Click Teammates.
How to Add, Edit, and Remove Teammates
Add a Teammate
Account Owners or Administrators can add new teammates by following these steps:
- Navigate to Management Page: On the Teammates page, click the Add Teammate button.
- Fill in Information & Set Permissions: In the pop-up window, provide the required information (e.g., name, email) and set appropriate permissions for the teammate (see Permission Levels).
- Send Invitation: Upon confirmation, the system will automatically send an activation email to the teammate's email address.
- Teammate Activation: The invited teammate clicks the activation link in the email and follows the prompts to set their mobile number and password to activate their account.
Notes:
- Permissions for any teammate can be modified at any time by an Account Owner or Administrator.
- Permissions are isolated per Region and must be set separately for each.
- Paid accounts can invite up to 50 teammates.
Edit or Remove a Teammate
In the teammate list on the Teammate Management page, you can find the corresponding teammate and:
Edit: Modify their name, permissions, and other information.
Remove: Revoke their access to the account. Once removed, the teammate will no longer be able to access any account data.
Understanding Permission Levels
The system offers three default roles and supports custom permissions for granular management.
| Permission | Description |
|---|---|
| Administrator | Has full permissions to manage all data, settings, and teammates within the account. |
| Visitor | Has view-only access to all features. Cannot create, modify, delete, or download any data. |
| Custom | Allows for granular permission settings for each feature (e.g., View, Edit, Manage). Quick-set templates like "Developer", "Operator", and "Finance" are available for easy application, with options for further customization. |
Common Issues
When a teammate attempts an action beyond their permissions, the system will display a clear message.
- Scenario 1: Insufficient Permissions (View-Only)
When a teammate tries to edit, download, or perform any action other than viewing:
Sorry, you don’t have permission to use this feature. If access is required, please reach out to your team administrator.
- Scenario 2: Permission Disabled
When a teammate tries to access a page for a feature that has been completely disabled for them:
Sorry, you don’t have permission to use this feature. If access is required, please reach out to your team administrator.
Updated 7 days ago