Teams

Before you get started you must be added to a team. Ask your account manager to create a team if you have not been added to one. As shown in the image below you can select your team in the left navigation menu. After you have selected your team go to "Settings" and "Users". Here you will be able to see other users and their roles within the team. You can also add additional users to your team if you have the Admin role.

Depending on a users role they will have different permissions within the team. To view a list of roles and their permissions click the "View Roles" button. This will present a popup as shown below:

Here you get a breakdown of the different roles and the permissions they have. If you have a role of "Admin" and above you can add/edit/delete users. Click the "Add Users" button to add a user to the team as shown in the below image.

Notice we gave the user "Admin" level permissions. This means they will have full access to the team and data within. To delete a user go to that user and click the trash can icon under the "Actions" column. You can also edit a users via the pencil icon.