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Team Management Basics

Team members are your friends, colleagues, and clients who work on the same Product. You can invite as many of them to your Product as many you want.

Invite others to collaborate

  1. Click the Invite Team Members button on the sidebar.
    Invite Button
  2. Enter the invitees' email addresses (comma separated list).
  3. Select a Permission group and click on SEND INVITATION EMAIL.
  4. An invitation will be sent to the invitees' email addresses.

You can modify their permission group later anytime.

Managing Team Members (Product level)

You can manage your team on the Team Members page of every Product.

Organization Admins have unlimited access to every Product under an Organization, their permissions can't be edited under the product. Read more on Organization Management

Managing Team Members (Organization level)

Only Organization Admins can manage Organization level permissions.

To manage organization members, go to: Organization Members & Roles page.

Permissions & Permission Groups (Product level)

Permission groups are collections of permissions. They help you organize the permissions into groups that are meaningful to you. You can control your Team members permissions by assigning them to Permission groups.

Manage Permission Groups on the Permission Groups page of every Product.