Administration
Team and access
Add people, pick their role and permissions, block access and see open sessions.
In Admin › Team and access you decide who gets into the panel and what each person can do.
Add a person
- Select Add person to the team.
- Enter their name and email.
- Pick the role:
- Owner: everything, including billing and handing the company over.
- Admin: all day-to-day work, including settings and managing the team.
- Team: only the areas you allow.
- For the Team role, use Choose permissions and tick the areas.
- Save. The person gets instructions to set their password.
Block and reactivate
Block removes access right away and ends their open sessions, without deleting their history. Reactivate gives access back.
Sessions and history
Each person has a list of open sessions (device, location, last use) and a history of important actions. End any session you don't recognize.
Transfer ownership
Only the owner can use Transfer ownership, picking another team member. After the transfer, the previous owner becomes an admin.