Every member of a customer team has one of two roles: Team Admin or Team Member.
Customer-Side Feature
These roles apply within a customer’s team license and are completely separate from the staff roles in the admin panel.
Team Admin #
The Team Admin role is for the person who manages the team. The original purchaser of the team license is always added as the first Team Admin.
Team Admins can:
- View all team members
- Send invitations to new members
- Remove members from the team
- Change a member’s role (promote to admin or demote to member)
- View the Usage Report
At least one Team Admin must always exist. You cannot demote the last remaining admin or remove them from the team.
Team Member #
The Team Member role is for regular users who share access to the license.
Team Members can:
- View the team member list (read-only)
- View their own usage data
- Use the license for its intended purpose
Team Members cannot invite others, remove members, or change roles. They have no management capabilities.
Multiple Admins #
A team can have more than one Team Admin. This is useful for larger teams where management responsibilities should be shared.
To promote a Team Member to Team Admin:
- (‘ol’, ‘Go to My Team.’)
- (‘ol’, “Click Change Role next to the member’s name.”)
- (‘ol’, ‘Select Team Admin.’)
- Confirm.
