Teams
Invite Team Members
How to invite people to your organization and manage existing members.
Send an invitation
- Go to Team & Access (in the sidebar, under Account).
- Select + Invite Members.
- Enter the person's Email.
- Choose a Role: Member or Admin.
- Select Send invite.
The invitation appears under Pending Invitations until the person accepts it.
Member vs. Admin
- Member: Can use content shared across the organization, such as custom datasheets, and can be assigned seats for any product the organization owns.
- Admin: Has everything a Member has, plus the ability to invite new people, manage product access (including assigning seats to other members), and unregister any device using one of the organization's seats.
Manage pending invitations
Under Pending Invitations, each row shows the invited email, role, how long until the invitation expires, and its status. For each invitation you can:
- Select Resend to send the invitation again.
- Select Cancel to revoke it.
Manage existing members
Under Members, each row shows a person's name, email, role, and which tools they currently have access to.
- To change a member's role, use the Role dropdown on their row and choose Member or Admin.
- To remove a member, select the remove icon on their row, then select Remove to confirm.
You can't change the Owner's role or remove them, and you can't change your own role or remove yourself from the team.