My Team

Manage colleagues in your company that have access to the account.

Adding a Team User

Note: This functionality is only available for your company’s account administrator.

1. Click the Add User button.

2. Complete the fields in the Add User dialog. Fields marked with an asterisk are mandatory.

3. Select from the Role drop-down menu. The roles and privileges are summarized in the table below.

4. Click Save.

The available roles and privileges are shown in the table below.

Role	Privileges
Administrator	All Access and User Creation
Finance	Order and Billing Only
Standard	Plans, Products, Tickets (No Billing)
Basic	Plans, Products, Tickets (No Billing, License Linking or License Moving)

The new team user is added to your My Team table.

Managing Team Users

Each team user is listed with their role and contact details.

Click on the Action drop-down and select one of the options below.

Change Role

Select one of the four possible roles.

Archive

Move former team users to the Archived page, revoking all permissions and deactivating their ability to sign into the account. Archived team users can be re-activated later if you wish.

Edit

Edit the Name, Address or Contact details of your team user.

Grouping Team Users

Use the Group by: drop-down to sort your team users into groups by Role.

Searching for Team Users

Use the Unified Search to search for team members by Name, Email, Phone, or Role.

Activating Archived Team Users

1. Select the Archived tab of the My Team page.

   Archived team users and their details are displayed.

2. Select Set to Active from the Actions drop-down.

The re-activated team user is listed on the Active tab of the My Team page.