Team Members and Access

Overview

Use Team in Manager to invite teammates, manage organization roles, remove team members, and review membership requests from people who ask to join your organization.

Only organization admins can manage team members and membership requests. Staff members can view team information when they have access, but Manager shows an admin-access message when an action requires admin permission.

Open Team

1. Open Manager.
2. Choose your organization.
3. Open Organization.
4. Select Team.

Team includes Team Members and Membership Requests.

Team Roles

Manager uses two organization roles:

• Admin can manage organization settings, team members, and membership requests.
• Staff can work in Manager, but cannot manage organization profile and team settings.

OuterSpatial staff may also appear in the team list with an OuterSpatial Staff role.

Invite a Team Member

1. Open Team Members.
2. Select Add Team Member.
3. Enter the teammate's email address.
4. Choose Admin or Staff.
5. Enter the teammate's first and last name.
6. Save the invitation.

The team list can show Invited next to a teammate who has not accepted access yet.

Manage Existing Team Members

Open Team Members to review each member's Name, Email, and Role.

Select a team member's name to update their membership when you have permission. Use the actions menu to remove a team member. If a teammate has not accepted the invitation, the actions menu can also show Resend Invite.

Removing a team member cannot be reversed from the confirmation dialog. If you remove someone by mistake, invite them again.

Review Membership Requests

Open Membership Requests to review people who asked to join your organization.

The table shows Name, Email, Requested date, and Status. Pending requests can be approved or denied from the actions menu.

Approving a request grants access to the organization. Denying a request prevents that request from becoming a team membership.

Team Member Limits

Each organization has a team member limit based on its license. If you need more seats than your current limit allows, contact the Success Team.

Help and Walkthrough

Use the Guide or tutorial video action in Team when you want an in-product walkthrough of the team management screen.

Troubleshooting

If you cannot manage team access:

1. Confirm you are signed in to the correct Manager account.
2. Confirm you are viewing the correct organization.
3. Confirm your role is Admin.
4. Refresh the page after sending an invitation, changing a role, or reviewing a membership request.
5. Contact the Success Team if a team member limit or invitation state looks wrong.