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Billing & AccountBeginner

Managing Team Members

1 min read11 Apr 202622 views

In this article

  • 1Add a Team Member
  • 2Permissions
  • 3Remove a Team Member

Team Access

Add a Team Member

  1. Go to Team in client portal
  2. Click Invite Member
  3. Enter their email and select role
  4. They receive an invite email

Permissions

  • Full Access: Manage all services, billing, support
  • View Only: Can view but not modify
  • Custom: Choose specific permissions

Remove a Team Member

Go to Team > [member] > Remove

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Managing Team Members - Knowledge Base