Team Management

Team Management

Add team members and manage access permissions.

Inviting Team Members

Go to Settings > Team

Click Invite Team Member

Enter email address

Select role

Click Send Invite

The invitee receives email with setup instructions.

Available Roles

Admin

• Full access to all features
• Manage team members
• Change subscription
• Configure integrations

Team

• View and manage RFPs
• Create and send contracts
• Access reports
• Cannot manage team

Limited User

• View-only access to RFPs
• View basic reports
• Cannot create contracts

Managing Permissions

To change a member's role:

Go to Settings > Team

Find the team member

Click Edit

Select new role

Save changes

Removing Team Members

To remove access:

Go to Settings > Team

Find the team member

Click Remove

Confirm removal

Their access is revoked immediately.

Best Practices

• Use Admin role sparingly
• Review team access quarterly
• Remove departed employees promptly
• Use Team role for day-to-day staff