My team
Via My team you manage your team: you can create a team, invite members, follow up invitations and (depending on your role) remove members.
Creating a team
When you open this page for the first time and you are not yet part of a team, you can create a team. By default, the company name from your billing details is filled in as the team name, but you can change this freely.
After creating the team you automatically become the Administrator of this team.
Inviting members
On the right of the page you can invite team members by entering an email address and clicking Send. The invited person receives an email and sees a notification in the application that an invitation is waiting.
As long as the invitation has not been accepted, it appears as an active invitation on the team page. An Administrator can cancel an invitation via the red cross .
Accepting or declining an invitation
If you have been invited to a team yourself, you see a block with the invitation on the My team page. You can accept or decline this invitation.
On acceptance you switch entirely to the team context. In concrete terms, this means that your token usage and token balance run via the team from then on.
Roles within a team
There are two roles: Administrator and Member. Both roles can see members and send invitations. Administrators have extra options, such as removing members and managing permissions.
- Administrator: can remove members, cancel invitations and manage permissions
- Member: can see members and send invitations
Leaving or deleting a team
A member can leave the team via the red Leave team button at the bottom. An Administrator cannot leave a team. As Administrator you can remove all members. When you are the last one left, the Delete team option appears.
Properties of a removed member
As Administrator you can remove a member (not another administrator) from the team. When removing, you choose via the Transfer projects to option what happens to that member's properties:
- Choose another team member to transfer the removed member's team properties (including photos and reports) to.
- Choose — Don't transfer — to not move the properties. The properties then stay with the removed member.
Next step
Continue with Manage permissions to determine whether team members may see each other's properties and whether they may place orders.
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