Article Content:
Overview
The Team page is where you manage all the people who have access to your company’s Rebolt account.
You can add new members, assign roles, and manage permissions so that your team can collaborate effectively and securely.
Members Tab
Purpose: Shows a list of all current team members in your account.
Features:
See each member’s name and role (Admin or Member).
Remove team members by clicking the trash icon next to their name.
Change roles using the dropdown menu (e.g., upgrade a Member to Admin).
Best Practices:
Limit Admin access to trusted users who need full permissions.
Regularly review this list to ensure only active team members have access.
Invitations Tab
Purpose: Displays all pending invitations you’ve sent to people who haven’t yet joined.
Features:
Track which invitations are still outstanding.
Resend or cancel invitations if needed.
Best Practices:
Follow up with invited users to make sure they accept and join.
Remove old or unused invitations to keep things clean.
Adding a New User
Steps:
Click Add User at the top-right corner.
Enter the new user’s email address.
Choose their role:
Admin → Full access to manage settings, members, and content.
Member → Limited access to perform day-to-day tasks without administrative control.
Send the invitation.
Best Practices:
Assign roles based on responsibilities, not convenience.
Pro Tips
Keep your team list up to date by removing inactive users.
Assign at least two Admins to avoid lockouts if one becomes unavailable.
Use the Invitations tab to monitor onboarding and ensure new hires join promptly.
👉 With the Team page, you’ll have complete control over who can access your company account, ensuring security while enabling collaboration.