About adding or removing team members
- These steps apply to accounts on both the Flex plan and the Seat-based plan.
- Depending on your plan, there may be slight differences in what you see in your Settings.
Add team members on the Flex plan
- Navigate to the People tab in Settings.
- Select Add new members.
- Add the email address of each team member you want to invite.
Note: You can separate email addresses by pressing enter.
- Assign licenses. Choose their access type(s), access level, Approval flow settings (if enabled for your account), and Admin permissions.
Note: If you're on the Flex plan, you'll see options for Creator or Viewer. You can also set Admin and Approval flow permissions.
- To further customize permissions, select the Edit link. Here you can decide your team's access level for different available account features.
If you're on the seat-based model, you'll see options to assign license types.
After you select Assign, you'll be able to assign access and license type, Approval flow settings, and Admin permission.
- When finished, select Send email to add the new members.
Note: If someone loses an invitation or hasn't responded, you can send a reminder to join.
If you need to make changes before adding team members, do any of the following:
- To add another person, select ① Add new members.
- To change a person's profile, select Edit.
- To remove someone, select Remove.
- To remove everyone, select Cancel.
Remove team members
- Removing a team member will only remove their access to the Platform; it won't remove any tests they've created.
- To remove their tests, select All creators from the Tests view of your Dashboard. Then, choose the team member's name from the drop-down menu to locate their tests.
- To remove team members from specific workspaces without deleting them entirely, review our Workspaces FAQ article.
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If the person owns a private or hidden workspace, do any of the following:
- Assign a new owner to the workspace.
- Move the tests to a different workspace or a folder in a different workspace and delete the private/hidden workspace if no longer needed. Note that you can't delete a workspace with tests in it.
- Archive the workspace.
To remove a team member, follow these steps:
- Navigate to the People tab in Settings.
- Select the Options menu (...) next to the member you'd like to remove and select Remove from account.
Note: If you're not an Admin, you won't see this option. Contact an Admin on your account if you need to remove a team member. - Confirm you want to remove the team member.
Note: You can remove any team member except the primary account creator. Email your Customer Success Manager if you'd like to make changes to this member.