Admins have specific permissions that allow them to view and manage all users and teams in their organizations.
Requirements
Must have admin permissions to be able to view and edit any of this information.
This article is helpful if:
You are an Admin
Where is it done?
Click the Admin option in the sidebar. This will pop open the menu for you to choose Users or Teams (if applicable).
Step-by-step
Manage Users
As an admin, you can manage all Users for the organization. Users that are no longer a part of the organization can be deleted and new members can be sent invitations.
Click the Admin option in the sidebar.
Click on Users.
To delete a user, click on the ellipsis next to a user's info and click Delete.
To invite new users, click on Invite users at the top of the page. Enter email addresses separated by a comma, and click Send when you're ready.
Manage Teams
As an admin, you can manage all Teams for the organization (if they are enabled). Teams can be Edited, Deleted, or Disabled by an admin. New Teams can also be created by an admin.
Click the Admin option in the sidebar.
Click on Teams.
To manage Teams, click on the ellipsis next to a team to see your options to Edit, Delete, or Disable.
To add a new team, click on New team at the top of the page. Enter the Team Name, and click Save.
Adding Admins
If you would like to give a user admin privileges, please reach out to your customer success manager.