Team Members

Team lists the people who work in the dashboard. For each one: name, email, status, role and departments.

Roles

• Owner — full access, including account settings and plan.
• Team Member — handles requests.

Departments

Each member is assigned one or more departments — Support, Commercial, General, Quality, Site, and whatever else you use. Departments decide which requests a member works with, so they matter more than they look: a member with no department set may see nothing useful.

Add someone

Invite Team Member, top right. They’re invited by email. Use the search box above the table to find people once the list grows.

Note

Team members are not the same as Users. Team members handle requests in the dashboard; users send requests from the app. Inviting someone into the wrong list is the most common setup mistake — a field operator invited as a Team Member gets dashboard access they don’t need, and still can’t send requests from the app.