Managing your customers’ teams is quick and straightforward—whether you’re inviting new members, updating details, or removing users who no longer need access. With just a few clicks, you can add essential information and make changes as needed.

Use this guide to learn how to invite, edit, and delete team members as a service provider, helping to keep users accurate and up to date.

Invite a new team member

1. Click Team.
2. Select the settings icon.
3. Click Add team member.



4. Enter the user’s First name and Last name in the corresponding fields.
5. Enter a valid Email address.
6. Complete the following fields, if necessary: Language, Position, Assign to a team, Profile, and User’s leader.
7. Select a User role.
8. Assign User’s permissions.
9. (Optional) Assign SELECTED SKILLS to the user.
10. Click Create user.

Edit a user

1. Click Team.
2. Select the settings icon.
3. Click the edit icon next to the desired user.
4. Make your desired changes.
5. Click Save changes.

Delete a user

1. Click Team.
2. Select the settings icon.
3. Click the edit icon next to the desired user.
4. Click Delete user.
5. Confirm that you wish to delete the user by clicking Delete user.

To reactivate a deleted user:

1. Check Show deactivated users. Deactivated users show up at the bottom of each list in a light gray color.
2. Click the edit icon next to the desired deleted user.
3. Optionally, modify the License period.
4. Click Activate.