➡️ To manage team members, go to “Team”. From there, you can invite someone by email, use “Manage access” to assign their role and folders after they join, or select a team member and click “Remove team member”.

Owners can manage all team roles. Managers can invite team members and manage operators and starters.

How to invite a team member

Follow these steps below to invite a team member:

1. Go to the “Team” tab
2. Click “Invite”

3. Specify the email and click “Send invite”
4. Once an invitation is accepted, you can refresh the page and assign the role

How to assign role to a team member

Assign role

Once a team member accepts the invite, the owner or manager can set their role:

1. Go to the "Team" section
2. Click “Manage access” next to the team member's name 
3. Choose a role that fits their responsibilities
4. Assign folders they can access (available for operators and starters – managers have access to all folders)
5. Click “Save changes” to confirm

The profile list shows both profile types you have in the workspace:

• Mobile profiles have the phone icon 📱
• Browser profiles have the globe icon 🌐

 

How to remove a team member

Follow these steps below to remove a team member:

1. Go to the “Team” tab
2. Use checkboxes on the left to select a team member you need to remove
3. Click the “Remove team member” button in the top menu
4. Confirm with “Remove” in the pop-up window

FAQ

Can a manager assign another manager?

No. Only the workspace owner can assign the Manager role. Managers can manage Operators and Starters.

Which folders can team members access?

Managers can access all workspace folders. Operators and Starters can access only the folders assigned to them.