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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
tip

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.

warning

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.