Team Management
Learn how to manage team members, assign roles, and control access to features within your organization.
Team management features require ADMIN or NON_FINANCE_ADMIN role. Contact your administrator if you need access to these features.
How Team Member Registration Works:
Admin Process:
- Add team member via Team Management
- Assign appropriate role and permissions
- System sends invitation email automatically
- Monitor and manage team member access
Team Member Process:
- Receive invitation email from admin
- Click registration link in email
- Complete signup (no Company ID needed)
- Access portal with assigned permissions
Important: Team members can only register after being added by an admin. They do not need the Company ID that was required for the initial customer onboarding.
Getting Started with Team Management
Team management allows administrators to control who has access to your organization's data and what they can do with it.
Access Team Management
Navigate to Team Management from your dashboard (Admin role required).
Add Team Members
Click "Add Member" and enter their email address and select appropriate role.
Send Invitations
System automatically sends invitation emails that allow team members to register without Company ID.
Manage Roles & Permissions
Update member roles, permissions, and access levels as needed.
User Roles & Permissions
Understanding different user roles helps you assign appropriate access levels to team members.
ADMIN
ADMIN
Full access to all features including team management and financial data
Permissions:
- Manage team members
- Access all data
- Export capabilities
- Financial access
- Administrative functions
ACCOUNTING
ACCOUNTING
Access to financial data and accounting features
Permissions:
- View financial data
- Access accounting port
- Export financial reports
- View transactions
PROCUREMENT
PROCUREMENT
Access to procurement-related data and features
Permissions:
- View procurement data
- Access shipping info
- View related transactions
- Basic reporting
NON_FINANCE_ADMIN
NON_FINANCE_ADMIN
Administrative access excluding financial/accounting data
Permissions:
- Manage team members
- Access non-financial data
- Basic administrative functions
- User management
Sample Team View
Here's how your team members will be displayed in the management interface:
| Name | Role | Status | Last Login | |
|---|---|---|---|---|
| John Smith | john.smith@company.com | ADMIN | Active | 2024-01-15 10:30 AM |
| Sarah Johnson | sarah.johnson@company.com | ACCOUNTING | Active | 2024-01-14 2:15 PM |
| Mike Davis | mike.davis@company.com | PROCUREMENT | Pending | Never |
Team Management Actions
Learn about the different actions you can perform to manage your team effectively.
Add Member
ADMIN or NON_FINANCE_ADMIN
Invite new team members who can then register without Company ID
Steps:
- 1Click Add Member
- 2Enter email address
- 3Select role
- 4Send invitation email
- 5Team member registers via email link
Edit Member
ADMIN or NON_FINANCE_ADMIN
Update existing member roles and permissions
Steps:
- 1Find member in list
- 2Click edit icon
- 3Update role/permissions
- 4Save changes
Remove Member
ADMIN or NON_FINANCE_ADMIN
Remove team members from your organization
Steps:
- 1Find member in list
- 2Click remove icon
- 3Confirm removal
- 4Member access revoked
View Activity
ADMIN
Monitor team member login and activity history
Steps:
- 1Access activity logs
- 2Filter by member
- 3View login history
- 4Monitor usage patterns
Follow these best practices for effective team management:
- Assign roles based on job responsibilities and data access needs
- Regularly review team member access and remove inactive users
- Use the least privilege principle - give minimum required access
- Monitor team activity logs for security and compliance
- Keep team member information up to date
- Train team members on their role-specific features and limitations
Didn't Get Your Answer?
Our support team is here to help you with any questions about team management.
Contact Support
Get help from our team
Get help from our team
Ready to Manage Your Team?
Start building and managing your team with role-based access control and comprehensive user management.