Managing team members

From the Teams section, you can easily view, add, update permissions for, or remove members from your selected team.

How to manage users in a team:

1. Access Teams from the side menu. Retailers will see it in the main menu; advertisers will find it under Settings.

2. Filter to the team you want to manage. Use the filter to search for a team; your current team always appears at the top before filtering.

3. Click the team's name to open the team.

4. To edit or remove a team member:

   1. The User Manager displays all team users, their roles, and status (Active or Pending) in the team.

   2. Filter by name, email, or status to find the user you wish to manage.

   3. To remove multiple users: click the checkboxes and click Remove above the table.

      1. This only removes them from the selected team, as access is managed per team.

   4. Edit a user’s role or remove them by clicking the ellipsis next to their name.

      1. If editing the user's permissions, you can change their role. Change the role and click Update.

      2. If removing, you will have a confirmation modal. Click Remove.

5. To add a team member, click the Add Users button in the top right.

   1. Add the invitee's email and select their role. Click Add.

      1. Emails already in this retailer’s namespace are added to the team and notified automatically. New users will receive an email and can join by following a few simple prompts.

Guided tour

Take a guided tour below to see step-by-step how easy it is: