Managing team members

Managing team members

Once you have a team created and invited multiple members, there's a number of things you can do to make managing your team as smooth as possible. There are a few quirks about teams that are worth remembering while using this functionality.

Team credits

Credits for a given team are pooled. What this means is that if I have a team with 3 members all starting with 0 credits, and I buy 5000 credits, I first have to distribute those credits to team members before anyone can pull data. If I add 1000 credits to one member, my total pool that can be distributed will drop to 4000 and that member will have 1000. You can also set a user to have less credits than they had before which will return the remaining credits back to the pool.

Editing team members

If you have the permissions required, you are able to edit a team member. There are currently only two parameters that can be changed on a team member: credits and role. Changing the role is fairly simple, just click edit on a user, select the new role in the dropdown that appears, and hit save. Additionally, you can distribute credits using this function. In the textbox that appears over the credits amount when you click edit, put in the number of credits you would like that user to have and hit save.

Team invites

At the top of the list of team members will be those who have been sent invites and have not yet accepted them. There are only two options for those users in terms of management. You can resend the invite to them in case they did not receive the invite email, or revoke the invitation such that when they try to accept, it will not allow them to join the team.

Creating roles

As you add members, it's likely that you'll want to set specific roles for each member. By default, there is one role for every team on creation: admin. An admin has all permissions enabled and this is not able to be edited. Let's create a new role with less permissions than admin. Go to the teams page and select "Create role". A popup will appear to prompt a name for the role, and checkboxes to enable each permission. They are as follows:

• Can export: allows a user to export data into a CSV
• Can invite members: allows a user to invite new members to the team
• Can manage credits: allows a member to distribute team credits among other users on the team
• Can buy credits: allows a user to buy credits on the billing tab on the teams behalf.
• Can remove members: allows a user to remove a team member from the team
• Can manage dispositions: allows a user to create and edit dispositions to be used on data Once you've made your selections, you can hit create role and it will be freely assignable when editing a team member.