Manage Team Members

You'll need the team member's Full Name and Email. When adding you'll select the Member Type (Member, Admin) for the team member. The key distinction is an Admin can view and edit the Company Settings including Company Profile, Report Templates, etc. and the Member cannot.

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu.

Step 3: Click Team Members in the Company Settings nav.

Step 4: Add their Full Name, Email and choose the Member Type for the new team member.

Step 5: Click Send Invite button to add the new team member.

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu.

Step 3: Click Team Members in Company Settings nav.

Step 4: Click the Trash/Remove icon to the right of the Team Member you'd like to remove.

Step 5: Click the Yes, Remove Team Member button in the Remove Team Member? Dialogue

Step 1: Click Settings in the bottom left corner.

Step 2: Click Company Settings in the Settings menu

Step 3: Click Team Members

Step 4: Click the Type field to see the options menu

Step 5: Select Admin or Member to update the Member Type