Add & Manage Team Members

Team Members have prescribed Roles. Roles give the Team Members access to specific areas and functionality of the console depending on the role they are assigned.

Important Notes

• Only users that have Manager permissions for Roles (typically Administrator or Owner roles have these permissions) will be able to modify roles for other team members. 
• You will not be able to edit your own role. Another staff member with the appropriate permissions will need to edit it or you can contact Support to have them update it for you.

Add a Team Member

Instructions

1. Log in to your site
2. Navigate to the Administration and select the Team Members tab
   
3. Click the + button at the bottom right of the page
   
4. Fill out the New Team Member fields
   
   
   • Full Name: Add the full name of the user
   • Email Address: Enter the user's email address
   • Role: Choose the appropriate permission group for the new team member
     • Forms Builder: Can build forms, info pages, submission events, and style apps
     • Business User: Same permissions as Forms Builder, plus they can manage apps and app users, view analytics and submission history
     • Developer: Same permissions as Business User, plus they can create APIs and CDN/Web hosting, keys, and predefined elements
     • Administrator: Allows the user to manage the entire account with the exception of team members, roles, and retention policy management
     • Owner: This is only a default role for accounts created after the release. The Owner role can manage the entire account and is the only one to have manager permissions for Team Members, Roles, and Retention Policies.
   • Restrict Environment Access: Toggle to restrict a team member to specific environments
     
5. Click Save
   
   
6. The user will then receive a welcome email and a link to log in to the console

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Edit a Team Member's Role

1. Navigate to Administration and select Team Members
   
   
2. Select Update Team Member (pencil icon) next to the desired user
   
3. Fill out the Edit Team Member fields
   
   
   • Full Name: Update the name of the team member
   • Email Address: Email addresses cannot be edited, you should instead create a new user
   • Role: Choose a role for the team member
   • Restrict Environment Access: Choose to restrict a team member to specific environments
4. Click Save
   
   

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Delete a Team Member

1. Navigate to Administration and select Team Members
   
   
2. Click Delete Team Member (trash can icon) next to the user you wish to remove
   
3. Select Delete on the pop-up that says Are you sure you want to delete [team member]?
   

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Article Glossary

• API: Application Programming Interface
• CDN: Content Distribution Network

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