Team

Adding a person

In the Invite New User section of the Settings › Users screen:

1. Fill in the Full Name, Email Address and Role fields.
2. Press the Send Invitation button.
3. A temporary password appears on screen. This password is shown only once; copy it and pass it to the person through a channel you trust.

The person signs in to the dashboard with this email and temporary password; the dashboard won't open any other screen until they set their own password.

Invitation emails aren't sent today; email invitations will come in a future release. For now, you pass on the temporary password yourself.

Roles

Each person is given a role; the role determines what they can see and do in the dashboard. The Roles & Permissions Matrix on the same screen shows which role has which permission. Give each person the narrowest role that lets them do their job.

Managing accounts

In the users list, the Action column of each row has two buttons:

• Pencil icon: deactivates or reactivates the account. A deactivated account can't sign in to the dashboard; deactivate the account of a team member who leaves.
• Key icon: resets the password and shows a new temporary password (again, only once).

On the same screen you can also see active sessions and suspicious sign-in alerts.