As an administrator, you can add new team members to the platform, manage their permissions, and allocate credits. This ensures each user has the right level of access and resources to do their work effectively.
Accessing team settings:
- Click your Company Name in the top-right corner of the screen.
- From the dropdown, select My Team.
- You’ll now see a list of all current users, their permissions, and their credit allocation.
Adding a new user:
- In the My Team section, click Add User in the top-right corner.
- Enter the user’s details (name, email, role).
- Allocate a number of credits to the user (if relevant to your plan).
- Save changes. The new user will receive an email invitation to join the platform.
Managing user permissions
Each user’s access is controlled through permissions.
- A tick ✓ means access is granted.
- A cross ✕ means access is restricted.
To update permissions:
- Locate the user in your My Team list.
- Click on the permission toggle for each area of the platform.
- Clicking a tick ✓ will switch it to a cross ✕ to remove access.
- Clicking a cross ✕ will switch it to a tick ✓ to grant access.
Removing a user:
If a team member no longer needs access:
- Go to My Team.
- Find the user you want to remove.
- Select Remove User from their settings.
Best practices:
- Assign credits carefully → give users only what they need to manage workloads effectively.
- Review permissions regularly → make sure each user has the right access based on their role.
- Keep your team lean → remove users who no longer need access to free up seats and credits.
FAQs:
Who can add or remove users?
Only administrators can manage team members.
Do new users get full access automatically?
No. You decide their permissions when adding them, and you can update these anytime.
Can I reassign credits between users?
Yes. Administrators can adjust credit allocation per user at any time.
What happens when I remove a user?
They immediately lose access to the platform, but your data and credits remain intact.