How do I manage my team members and their roles?

Invite, remove, and adjust roles for your warehouse or client team members from the Team Management section in Account settings.

You manage team members from the Team Management section in your Account settings. From there you can invite new people, remove access, and change a member's role at any time.

Open Team Management

1. Click your avatar in the top-right and choose Account.
2. Scroll to the Team Management card.

You will see every member of your team along with their role, status, and the date they last signed in. The account owner is marked with a persistent badge and cannot be removed.

Invite a new team member

1. Click Invite team member.
2. Enter the person's email address and select a role.
3. Click Send invite.

They will receive an email with a one-time sign-in code. Once they accept, they appear in the team list with the role you assigned.

Change a member's role or remove them

• To change a role, click the role dropdown next to the member's name and pick a new one. The change takes effect on their next page load.
• To remove access, click the three-dot menu next to the member and choose Remove. They will be signed out immediately and lose access to the workspace.