Collaboration & Team
Team Members
Updated May 5, 2026
Overview
Team Members allows you to manage your organization's team, assign roles, and control permissions. Collaborate effectively with proper access control.
Features
- Team member management
- Role assignment
- Permission control
- Invitation system
- Activity tracking
Accessing Team Members
Navigate to Team Members from the main menu (requires TEAMVIEW permission).
Managing Team Members
Inviting Members
- Click Invite Member
- Enter email address
- Select role
- Send invitation
- Member receives email
Roles and Permissions
- Admin: Full access
- Manager: Management access
- Member: Standard access
- Viewer: Read-only access
Editing Members
- Find team member
- Click Edit
- Update role or permissions
- Save changes
Removing Members
- Click Remove on member
- Confirm removal
- Member is removed from team
Permissions
Common Permissions
- PROJECTCREATE
- CAMPAIGNCREATE
- CONTACTVIEW
- ANALYTICSVIEW
- TEAMVIEW
- INTEGRATION_VIEW
Best Practices
- Assign appropriate roles
- Limit admin access
- Review permissions regularly
- Remove inactive members
- Document access levels
Related Features
Manage your team and control access to ensure proper collaboration and security.
Need more help?
Browse our knowledge base for more guides and tutorials