Who works in the account
2 min read · By Stefan Köhn
Invite members, give them a role, and withdraw access again. Next to the name, the list shows what someone sees and which slice they work in.
Invite rather than create
You give an address and a role; the person invited sets their own password. The invitation goes out through the system sender and is valid for seven days. A personal line with it helps more than it costs: someone who knows what it is about is more likely to click.
The role decides rights and sight
Administrator, Agent and Analyst come with the account; you add your own alongside. Which records someone sees hangs off the same role, see Roles and rights and Who sees a record.
The slice narrows things to entities
A membership can be limited to particular entities: same role, different slice, rather than a second role differing by one checkbox. Empty means all, not none.
Withdraw access, do not delete
Whoever leaves loses access; their name stays on the records they worked. Deleting a person would make the history unreadable, and retroactively at that.
Step by step
- Open Settings, Team, the Members tab.
- Choose Invite and give an address and a role.
- Narrow the slice to particular entities where needed.
- Send the invitation. The person invited sets their own password.
The invitation did not arrive.
Check the spam folder first. The list shows it as pending and it can be sent again. It is valid for seven days.
What if someone already has an account?
They sign in and accept the invitation. The same person can work in several accounts and switches between them at the top left.
Can I change the role later?
Yes, in the list. The change takes effect at once, including on what someone currently has open.
What about the records of a colleague who left?
They stay where they are, with the name in the history. You should reassign them, or nobody feels addressed.
Who is the owner?
Whoever created the account. The list says so, and their access cannot be withdrawn.