Team permissions
Overview
Here you can set up Team permission if you are the Team Owner of that Team.
There are 2 roles in Dashboard permission: Team Owner and Member.
This will not affect the role of the Dashboard.
The table below shows the list of permissions for each role in the Team.
Update Team settings
✅
❌
Update personal information and prefrence
✅
✅
Invite Members
✅
✅
Remove all Members
✅
❌
Remove the Member(s) that you are the Inviter
✅
✅
Re-send invite
✅
✅
Copy email
✅
✅
See each Member’s Permission
✅
✅
Change Member's role
✅
❌
Register/ Update payment card
✅
❌
Create Dashboard
✅
✅
Favorite Dashboard
✅
✅
Duplicate Dashboard
✅
✅
Change Members role
If you are the team Owner, you can click on the Role dropdown box and select the role for your Member.
Multiple Team Owners in a Team
Any team can have multiple Team Owners.
As a Team Owner, you can change the role of Member.
The Team Owner of a Team can change the role of a Member to a Team Owner and vice versa.
The new Team Owner(s) will have full authorization like the current Team Owner.
New Team Owner(s) can manage access to add, remove, or change permissions for any teammate, including the current Team Owner.
Re-send invite to a Member
On any Expired member, click on the See more button and click the Re-send invite button to send again a new invitation.
Remove members from the Team
On any member, if you are a Team Owner, click on the See more button and then click on the Remove button to remove that member from the Team.
If you are the Inviter of any members, even if your role is Member, you can delete them too.
To cancel the Delete process, simply click the “Cancel” button or the “X” button or click outside of the Warning - Confirmation box
Click the “Remove” button will delete that Member and Dashboard (s) that Member is the only Dashboard Owner.
You can invite that deleted Member again through Invite team members.
You can search for any member in the Search bar.
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