Skip to main content
All CollectionsGetting Started
How to Invite and Manage Teams

How to Invite and Manage Teams

Invite, assign, and update permissions levels for your teammates.

D
Written by Dan Saar
Updated over a month ago

Step 1: Click on the initials of your name in the top right corner to expand your profile menu and select “Invite colleagues.”

Step 2: Enter your teammates' emails and assign their permissions in the drop-down menu.

  • Here's what to consider when you're assigning permissions levels for each user:

    • Admin - This group gives users the highest access level. They can create and view projects, order data in different tiers, invite new, and manage existing users.

    • Project Purchaser—This group allows users to create and view projects and order data in different tiers. Users in this group can invite others, but only at the same permission level.

    • Project Collaborator - This group allows users to create and view projects with limited access to place orders for Foundation data only. Members in this group cannot invite other team members.

Step 3: Click "Send" to send the invitations.

Keep this in mind!

If you assigned your team members the wrong access levels, contact your admin to reassign them in the settings in the “Team management” tab listed under the profile menu.


Send us a message

Do you have questions or need help with an issue? Contact our team of 4M experts.

Did this answer your question?