Understanding Permissions
- Contract Admin – Full access to all features and settings, allowing you to manage users, teams, and other admins, and perform any action outlined in this guide.
- Team Admin – Can manage their team(s) but cannot add or remove contract admins, create new teams, or manage other teams.
- Regular Users – Can view their team members but cannot change/edit jobs or user permissions.
Inviting Users to Your Account (Contract Admins Only)
Add New User
- On the left panel under User, click on “Manage Users/Teams”
- Add the First and last name, and email address and click “Invite Users”
3. An Invite will be sent to the user’s email address to confirm and edit their password. Click here to manage user invitations.
Managing Teams
Create a New Team (Contract Admins Only)
1. Click the “Create Team” button.
2. Enter a name for your new team.
3. Click “Create” to set up the team.
Add Members to a Team (Contract Admins and Team Admins)
1. Select the team you want to manage from the “Select Team” dropdown.
2. In the “Add Member to Team” section:
– Choose a user from the dropdown list.
– Click “Add to Team” to include them.
Remove Members from a Team (Contract Admins and Team Admins)
1. Find the user you want to remove from the team members list.
2. Click the “Remove from Team” button found under Actions
Change a Member’s Role (Contract Admins and Team Admins)
1. In the team members list, locate the user whose role you want to change.
2. Use the dropdown in the “Team Role” column to switch between “Member” and “Admin” roles.
– Note: Team Admins can only change roles within their own team(s).
Managing Contract Admins (Contract Admins Only)
The “Admins” section displays a list of all current contract administrators.
- Add a New Admin
- Scroll to the “Add New Admin” section.
- Select a user from the dropdown list.
- Click the “Make Admin” button to grant them admin privileges.
2. Remove an Admin
- In the admin’s list, find the admin you want to remove.
- Click the “Remove Admin” button next to their name.
Additional Notes
User Status: You can see each user’s status (Active, Pending, etc.) in the user list.
Seat Management: If a user’s seat is disabled, contract admins can enable it to grant them access.
Search and Filter: Use the search bar and filters to easily find specific users or teams.
Permissions: Some actions may be restricted based on your role. If you can’t update, please contact your contract admin or account owner. Users in the same team can access each other’s jobs, templates, categorization keywords etc
Remember, changes to teams and admin roles take effect immediately. Always double-check before making significant changes to ensure smooth operations for your team.
