Invite a new team member
Navigate to the Workspace settings then to Access management. (Only Workspace owners can access this section.)
- Click Invite Team Member.
Enter the user’s email address and choose their roles.
Note: If you are on a Developer or Team plan, only the
source adminroles are available.
- Click Edit Sources to pick individual sources (or warehouses, tracking plans, etc. depending on the role)
Change a team member’s access
Navigate to Access management. Search by name or email to locate the member.
- Review the current permissions in the table.
Click the member to see details.
- Select or deselect roles, and choose the specific sources/warehouses/tracking plans to grant access to.
Note: you can also grant the role for all current and future resources. For admin roles, this includes the ability to create new resources.
Remove a team member
Open the member details and click Remove Team Member at the top.
Questions? Problems? Need more info? Contact us, and we can help!