Team Access — Add Team Members

Invite your team to access your {{COMPANY_NAME}} account with their own individual logins. Each team member gets separate credentials and customizable permissions, keeping your account secure while enabling collaboration.

How to Invite a Team Member

1. Log in to {{SUPPORT_URL}}
2. Navigate to My Account > Team Members
3. Click Invite Team Member or Add New
4. Fill in the following details:

- Name — The team member's full name

- Email Address — They will receive an invitation at this address

1. Select the role or permissions to assign
2. Click Send Invitation

The invited person will receive an email with a link to create their password and access the account.

Setting Roles and Permissions

When adding a team member, you can control their level of access:

• Support Only — Can open and view support tickets, but cannot access billing or service management
• Technical — Can view and manage hosting services, access service details, and open support tickets
• Billing — Can view invoices, make payments, and manage payment methods
• Full Access — Complete control equivalent to the account owner

You can also create custom permission sets by toggling individual permissions during the invitation process.

Managing Existing Team Members

View All Team Members

Go to My Account > Team Members to see a list of all people with access to your account, their roles, and last login date.

Change Permissions

Click Edit next to a team member's name to adjust their permissions at any time. Changes take effect immediately.

Remove a Team Member

Click Remove next to their name and confirm. Access is revoked instantly — they will be logged out of any active sessions.

Important Notes

• There is no limit on the number of team members you can invite — there is no extra charge
• Team members see only the sections they have permission to access
• Their name appears on any tickets they open or actions they take
• The account owner retains full control and can remove any team member at any time