Team Settings
The Team Settings page lets you manage users within your organization. View team members and edit their roles and permissions.
Inviting a Team Member
When inviting a new team member, configure the following:
Email
The email address for the invitation. Users can be part of multiple organizations. The invited user must accept the invitation to gain access.
Role
The role assigned across your organization. Read the permissions for each role carefully before assigning.
Group Access
Group access is optional. The behavior depends on whether groups are selected:
- No groups selected -- the assigned role applies to all domains in the organization
- Groups selected -- the assigned role applies only to domains within those groups
Group access also limits prospecting reports. A member with groups selected sees only:
- prospecting reports they created themselves
- prospecting reports that cover only domains in their groups
They do not see prospecting reports other members created on outside domains, or reports that mix their groups' domains with outside ones. Members with no groups selected see every prospecting report in the organization.
Use group access to limit a team member's visibility to only the domains they need to manage. This is especially important for MSPs where technicians should only see their assigned client domains.
If no groups are selected during invitation, the user will have access to every domain in the organization. For MSP environments or organizations with sensitive client data, always assign group access to restrict visibility.