Manage teams and users

• Steps to create a team:

  • Click on the team option in the profile menu.
    

  

  • Click the Create Button located in the top-right corner.
    

  

  • In the dialogue box:
    • Enter the team Name(Mandatory) and Description(Optional)
    • Select a Billing Account(if applicable)
    • Click “Create” to create a team.
      

  

  • A confirmation message will indicate successful team creation.
    

  

  • Click on the team name or team ID to view detailed team information.
    

  

• Steps to add a new member to a team:

  • Navigate to the team Details Page and go to the Members tab.
    

  

  • Click the Add Member button in the top-right corner.
    

  

  • Enter the email address of the user you wish to invite. To grant admin privileges, select the checkbox before sending the invitation.
    

  

  • An invitation email will be sent to the user. Once accepted, the user will be added to your team and will appear in the members table.
    

  

  Permissions:

  • Only Admins can add/edit/delete team members.
  • Admins cannot delete other admins unless their role is first changed to “Member”.
  • Admins have full control and can delete any user, including admins.
  • The Owner cannot be deleted by anyone.