Users & Teams

Users & Teams

Users & Teams

Manage members, roles, permissions, and team settings.

01

Inviting Team Members

Bring people into your Workspace and review the access details before you send invitations.

01

Inviting Team Members

Bring people into your Workspace and review the access details before you send invitations.

01

Inviting Team Members

Bring people into your Workspace and review the access details before you send invitations.

02

Understanding User Roles & Permissions

Learn how Roles affect Workspace access and what to review before assigning them.

02

Understanding User Roles & Permissions

Learn how Roles affect Workspace access and what to review before assigning them.

02

Understanding User Roles & Permissions

Learn how Roles affect Workspace access and what to review before assigning them.

03

Creating & Managing Teams

Set up a team structure that keeps Members, Seats, and Workspace activity organized.

03

Creating & Managing Teams

Set up a team structure that keeps Members, Seats, and Workspace activity organized.

03

Creating & Managing Teams

Set up a team structure that keeps Members, Seats, and Workspace activity organized.

04

Removing or Deactivating a Member

Understand what to review before changing a member’s access to your Workspace.

04

Removing or Deactivating a Member

Understand what to review before changing a member’s access to your Workspace.

04

Removing or Deactivating a Member

Understand what to review before changing a member’s access to your Workspace.

05

Transferring Account Ownership

Review the account details and responsibilities involved when ownership needs to change.

05

Transferring Account Ownership

Review the account details and responsibilities involved when ownership needs to change.

05

Transferring Account Ownership

Review the account details and responsibilities involved when ownership needs to change.

06

Seat Limits by Plan

See how Seats relate to plan access and how to review capacity for your team.

06

Seat Limits by Plan

See how Seats relate to plan access and how to review capacity for your team.

06

Seat Limits by Plan

See how Seats relate to plan access and how to review capacity for your team.

07

Team Activity & Audit Log

Review available Workspace activity records to keep track of important team changes.

07

Team Activity & Audit Log

Review available Workspace activity records to keep track of important team changes.

07

Team Activity & Audit Log

Review available Workspace activity records to keep track of important team changes.

08

Bulk Inviting via CSV

Prepare a CSV file carefully to invite multiple people to your Workspace at once.

08

Bulk Inviting via CSV

Prepare a CSV file carefully to invite multiple people to your Workspace at once.

08

Bulk Inviting via CSV

Prepare a CSV file carefully to invite multiple people to your Workspace at once.

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